The EXPANDPROJECTHISTORY function returns a list of projects (and, optionally, related entities) that have non-zero Project Module amounts or quantities over the specified financial period range.
e.g.,
In this example, I am retrieving the project IDs for projects with non-zero amounts or quantities in one of my branches.
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Dean_hessposted
8 days ago
Only the people who have access to the Branch can view the projects. Each branch has their own projects and the transactions are generally only done using the branch that is tied to the project. We need to pull lists of projects based on the branch.
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Harry Lewisposted
9 days ago
Hi.
In what way are your Acumatica projects tied to a particular branch?
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I need to pull a list of projects, but filter based on Branch. Is there a way to do that using EXPANDACCOUNTRANGE ?
=EXPANDPROJECTRANGE(Connection,A1,FALSE)
Or is there a better way to do that?
0 Votes
Gabriel Michaud posted 8 days ago Best Answer
Hi Dean,
You can create your own inquiry that has the project and branch code, and then use that in your spreadsheet, with a filter:
I demonstrate how it works in this video: https://www.loom.com/share/e8c4b73f5fd740f9a718d585bd1def17
I have attached the sample report as well as the inquiry that you need to import from the Generic Inquiry page in Acumatica.
Attachments (2)
Projects by Branch.xlsx
18.7 KB
Velixo-ProjectBranch.xml
14.2 KB
0 Votes
4 Comments
Gabriel Michaud posted 8 days ago Answer
Hi Dean,
You can create your own inquiry that has the project and branch code, and then use that in your spreadsheet, with a filter:
I demonstrate how it works in this video: https://www.loom.com/share/e8c4b73f5fd740f9a718d585bd1def17
I have attached the sample report as well as the inquiry that you need to import from the Generic Inquiry page in Acumatica.
Attachments (2)
Projects by Branch.xlsx
18.7 KB
Velixo-ProjectBranch.xml
14.2 KB
0 Votes
Harry Lewis posted 8 days ago
The EXPANDPROJECTHISTORY function returns a list of projects (and, optionally, related entities) that have non-zero Project Module amounts or quantities over the specified financial period range.
e.g.,
In this example, I am retrieving the project IDs for projects with non-zero amounts or quantities in one of my branches.
0 Votes
Dean_hess posted 8 days ago
Only the people who have access to the Branch can view the projects. Each branch has their own projects and the transactions are generally only done using the branch that is tied to the project. We need to pull lists of projects based on the branch.
0 Votes
Harry Lewis posted 9 days ago
Hi.
In what way are your Acumatica projects tied to a particular branch?
0 Votes
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