ProjectFinance

Description: The EnterpriseTrack Project Finance object contains actual values associated with a project finance structure. To import or export a ProjectFinance object, you will need to select the following objects in the field mapping template:

Field

Description

object_id

The unique ID generated by the system.

project_object_id

The unique ID of the Project.

fin_data_type

The finance data type ( current / snapshot / structure ).

operation_type

The operation type; specifies the operation being performed.

fintemplate_id

The name of the project's finance template.

fintemplate_version_id

The version of the project's finance template.

fin_edit_mode

The finance edit mode used only when editing. Valid options include:

" " If set to a blank value, then finances will be retrieved in the finance edit mode. For example, if the finance edit mode is monthly and the fin_search_mode is set to "", then finances will be retrieved in monthly mode.

M Indicates monthly finance edit mode

Y Indicates yearly finance edit mode

A Indicates aggregate finance edit mode

fin_search_mode

The finance Search Mode ( M / Y / A ); used only when searching. Valid options include:

" " If set to a blank value, then finances will be retrieved in the finance edit mode. For example, if the finance edit mode is monthly and the fin_search_mode is set to "", then finances will be retrieved in monthly mode.

M Indicates monthly finance search mode

Y Indicates yearly finance search mode

A Indicates aggregate finance search mode

from_year

The from (start) year is used to define month range when searching or updating finance information. This is applicable only if fin_search_mode or fin_edit_mode = Y. (YYYY Format).

to_year

The to (end) year is used to define month range when searching or updating finance information. This is applicable only if fin_search_mode or fin_edit_mode = Y. (YYYY Format).

from_month

The from (start) month when searching or updating; applicable only if fin_search_mode or fin_edit_mode = M. (YYYY/MM Format)

  • If from_month and to_month have non empty values, then finance data will be retrieved for the specific month range.
  • If from_month is not specified and to_month is valued, then finances will be retrieved for all months till the to_month value.
  • If from_month is valued and to_month is not specified, then finances will be retrieved for all months starting from the from_month value.

to_month

The to (end) month when searching or updating; applicable only if fin_search_mode or fin_edit_mode = M. (YYYY/MM Format)

  • If from_month and to_month have non empty values, then finance data will be retrieved for the specific month range.
  • If from_month is not specified and to_month is valued, then finances will be retrieved for all months till the to_month value.
  • If from_month is valued and to_month is not specified, then finances will be retrieved for all months starting from the from_month value.

Related Topics

EnterpriseTrack Business Objects

Project

ProjectFinanceElement

ProjectFinanceSnapshot



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Last Published Monday, March 30, 2015