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Using Functions to calculate Financials over a Given Time period

  • June 4, 2024
  • 1 reply
  • 23 views
S
Gold Innovator
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Hello,

 

I’m currently using the GetTotalFinancialSummaryForGivenPeriod function to calculate a Project Budget for a selected time period (PlannedBudget), which is working great & returns correctly for the period I’ve specified in the function.

However is there a way or another function to then split this into Labor & Non-Labor? i.e. if the total returned is $50k for a given period in my function above, I want this to return for example $25k Labor, $25k Non-Labor. 

I’ve tried using both BudgetCostLR & BudgetCostNLR in a range of different functions but it does not work… any suggestions or ideas would be great. 

Thank you!

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1 reply

Limori
Planview Falcons
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  • Limori
  • Planview Falcons
  • June 14, 2024

Hi Sean

Thank you for your query. This is a very valid point you’re raising.

The best way at this point to get & view the information as you described would be via crosstab reports in which you would specify the date range and where you can then get the distinctive amounts per Labor and Non Labor.

Limor Schmitz
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