General parameters > Chapter Common Data > Parameter ESTPRBINIT (Estim. budget progress init.)
Estim. budget progress init.
This parameter is used when calculating the estimated progress of a project budget automatically.
ESTPRGMET - Bud/proj progress estimation method parameter (TC chapter, PJM group). You use this parameter to define if the estimated progress of a budget is entered as a percentage manually, or calculated automatically.
The estimated progress of a project budget can be calculated automatically on demand by clicking a Refresh icon in the cost structure.
When clicked, the Refresh icon "requests" a value for the Estimated progress (%) (PRCCPL) field. However, before this value can be calculated the Estimated progress (%) field must be initialized. You use this parameter to define the SQL query that is to be executed to initialize the Estimated progress (%) field when the project budget progress percentage is refreshed.
3 SQL queries are provided with your Sage X3 system for calculating the estimated progress of a project budget automatically:
- PJMPRGB3 - Estimated budget progress (STD) calculates the estimated progress percentage of a project budget by comparing the sum of actuals against the provisional cost price (as defined in the projectFinancial status section).
PJMPRGB3 is defined as the default value for this parameter but can be changed to execute PJMPRGB2, or PJMPRGB by default. - PJMPRGB2 - Estimated operation/budget progress (STD) calculates the estimated progress percentage of a project budget by comparing the sum of consumed load against planned load for the labor task operations.
- PJMPRGB - Estimated budget progress (STD) calculates the estimated progress percentage of a project budget by comparing the sum of expenses against the budget amount (as defined in the projectFinancial status section).
Alternatively you can create a new SQL query and assign it as the default value for this parameter, enabling your organization to customize the rules for the project budget progress calculation as required.
Level of localization/Global variable
This parameter is defined at the level Site.It belongs to Chapter TC (Common Data) and the Group PJM (Project management),The following parameters are also associated with this chapter and group :
- BILTIMSPLI (Split billable time if needed)
- BILTIMSTA (Billable time status)
- ESTBILINIT (Prog. status percentage init.)
- ESTPRGINIT (Estim. project progress init.)
- ESTPRGMET (Bud/proj progress estim method)
- ESTPRGSYNC (Updated est. progress/snapshot)
- ESTPRTINIT (Estimated task progress init.)
- ESTPRTMET (Task progress estim. method)
- ESTREVINIT (Estimated revenue init.)
- ESTREVMET (Revenue estimation method)
- ESTREVSYNC (Updated est. revenue/snapshot)
- FINOVERSYN (Updated fin. status/snapshot)
- GAUPTE (Time entry automatic journal)
- HOURLYUNIT (Hour unit)
- MINUTUNIT (Minute unit)
- OPPDATUPD (Project dates adjustment)
- PCCAUTCRE (Create cost type dimension)
- PCCCOD (Default labor cost type)
- PCCCODDEF (Default cost type)
- PCCCODFIN (Default financial cost type)
- PJMAUSCST0 (Allow time entry costs to 0)
- PJMCST (Employee labor rate priority)
- PJMCSTLAB (Project labor rate priority)
- PJMDATCTRL (Control time entry )
- PJMENDPRD (Allowed end period)
- PJMLOGFIL (Project technical log file)
- PJMOPECST (Operation labor rate priority)
- PJMORDCRE (Create firm order from task)
- PJMORDTRA (Associated orders trans.)
- PJMPLNTRA (Enterprise planning trans.)
- PJMSTRPRD (Allowed start period)
- PJMTIMAUTO (Time entry auto. validation)
- PJMTIMBUD (Allow time entries on budgets)
- PJMTIMENT (Time entry control phase)
- PJMTIMNEG (Allow time entries negative qt)
- PJMTIMTAS (Allow time entries on tasks)
- PJTAUTCRE (Create Projects dimension)
- PJTMGT (Project management)
- POSTPCCDEF (Source of posted labor account)
- POSTRATDEF (Source of posted labor rate)
- PSOREV (Sold product revision mngt)
- PTEFCY (Single / multi-site statement)
- TASBUDAUT (Budget automatic creation)
- UNITWORK (Default unit of labor)
- UPDFCYCCE (Update site on dimension)
- WBSDATUPD (Task dates adjustment)
- WOPJMMSG (Block multiple projects on WO)
Its values are defined by the function SQL query tool.
No global variable is associated with it.
Functions impacted
The following functions are associated with this parameter :
Projects > Projects > Project management
Projects > Projects > Snapshots > Financial snapshots
Projects > Projects > Utilities > Financial status extraction
Projects > Projects > Utilities > Financial snapshot extraction
Activity codes
The following activity codes (sorted by type) are associated with the parameter :
PJM : Project management