Add a Calc field function to grab Financial contour info using filters

@gmerrifield Thats a great Idea and definitely this would be a great addition to the existing calculated fields. The request is definitely on the board for enhancement. It would be great if you could help the other members with any use case you came across so that they can relate to that. 

Would love to hear from other members too. 

@Yathy  Let me know if this helps:

Project Financials is a great PPM Pro feature that, IMHO, is underutilized. But one of the limitations is the only way to slice and dice the data is via TimeSeries reports which do not support calc fields, etc. They work great if your need fits what it can provide. If not, you’re looking for alternatives.

This function would help to balance that deficit.

Here’s an example, I want on my Details page, to show for the current fiscal year:

1. Forecasted Amount To Date (not the total forecast amt on the fin entry, but the amount forecasted from the Entry From Date to the current date)
2. Actuals to Date
3. % Calculation of Utilization (gives the user a sense of are they over/under spending) = (Actuals to Date) / (Forecasted Amount To Date)

Another example: I have customer whose fiscal year, changes yearly due to its industry. Easy to create a calc field to adjust the Entry From/To Dates then use this new feature.

One more example:

I have a multi-year fin entry but I want to see how much of the forecast fits in the first year vs. subsequent years.

Hope this helps!

Gary

@gmerrifield Great, Thanks for sharing these examples. Hope this would help other members to understand the concept. Waiting for others to comment.