Budget Sales

Summary

Budgeted sales amount expected against the project. There are many Forecast models in the budget table, each with their own unique characteristics. Measures written against this fact table are specific to a forecast model.

Dynamics 365 Menu Item(s)

• Project management and accounting > Inquiries and reports > Forecast inquiries > Hour
• Project management and accounting > Inquiries and reports > Forecast inquiries > Expense
• Project management and accounting > Inquiries and reports > Forecast inquiries > Item forecast
• Project management and accounting > Inquiries and reports > Forecast inquiries > Fee
• Project management and accounting > Inquiries and reports > Forecast inquiries > On-account
• Project management and accounting > Transactions > All project forecasts

Legacy data model’s data entities

• PMBI_deFACTBudgetSales

    Entities per Transaction Type

    These entities are UNIONed in a SQL view.

• PMBI_deFACTProjForecastCost
• PMBI_deFACTProjForecastEmpl
• PMBI_deFACTProjForecastOnAcc
• PMBI_deFACTProjForecastRevenue
• PMBI_deFACTProjForecastSales
  

New data model’s data entities

• PMBI_ProjForecastCostEntity
• PMBI_ProjTableEntity
• PMBI_ProjParametersEntity
• PMBI_PSAParametersEntity
• PMBI_ForecastModelEntity
• PMBI_ProjFundingSourceEntity
• PMBI_ProjForecastEmplEntity
• PMBI_ProjForecastOnAccEntity
• PMBI_ProjForecastRevenueEntity
• PMBI_ForecastSalesEntity
• PMBI_ProjInvoiceTable

Synapse link approach tables

• ProjForecastCost
• ProjTable
• ProjParameters
• PSAParameters
• ForecastModel
• ProjFundingSource
• ProjForecastEmpl
• ProjForecastOnAcc
• ProjForecastRevenue
• ForecastSales
• ProjInvoiceTable
  

Field level functional description

• ActivityNumber: Identifies the specific activity associated with the budgeted sales transaction.
• BudgetSales_InvoiceDate: The date when the budgeted sales invoice is expected or scheduled.
• BudgetSales_PaymentDate: The date when payment for the budgeted sales is expected or scheduled.
• BudgetSales_Quantity_: The quantity of goods or services budgeted to be sold.
• BudgetSales_Quantity_HourBudget_: The number of hours budgeted for sales activities.
• BudgetSales_SalesAmount_FeeBudget_: The budgeted sales amount specifically related to fee-based budgets.
• BudgetSales_SalesAmount_PROJ_: The budgeted sales amount for the project.
• BudgetSales_SalesAmount_RES_ETC_: The budgeted sales amount for resourcing, estimate to complete.
• BudgetSales_SalesAmount_RES_OPR_: The budgeted sales amount for resourcing, operational.
• BudgetSales_SalesAmount_RES_ORG_: The budgeted sales amount for resourcing, organizational.
• BudgetSales_SalesAmount_TOT_: The overall total budgeted sales amount.
• BudgetSales_SalesAmount_WBS_ETC_: The budgeted sales amount for the work breakdown structure, estimate to complete.
• BudgetSales_SalesAmount_WBS_EV_: The budgeted sales amount for the work breakdown structure, earned value.
• BudgetSales_SalesAmount_WBS_PV_: The budgeted sales amount for the work breakdown structure, planned value.
• BudgetSales_ScheduleFromDate: The date from which the budgeted sales schedule starts.
• BudgetSales_TotalSalesAmount_: The total budgeted sales amount.
• BudgetSalesTransID: The unique identifier for the budgeted sales transaction.
• CategoryId: The identifier for the category of the item or service budgeted for sale.
• ContractId: The identifier for the contract under which the budgeted sales transaction occurs.
• CurrencyId: The currency code used for the budgeted sales transaction.
• EstimateToCompleteCost_: The estimated cost to complete the budgeted sales.
• EstimateToCompleteHours_: The estimated hours to complete the budgeted sales.
• ForecastModel_PROJ: The forecast model used for the project.
• ForecastModel_RES_ETC: The forecast model used for resourcing, estimate to complete.
• ForecastModel_RES_OPR: The forecast model used for resourcing, operational.
• ForecastModel_RES_ORG: The forecast model used for resourcing, organizational.
• ForecastModel_TOT: The overall forecast model.
• ForecastModel_WBS_ETC: The forecast model for the work breakdown structure, estimate to complete.
• ForecastModel_WBS_EV: The forecast model for the work breakdown structure, earned value.
• ForecastModel_WBS_PV: The forecast model for the work breakdown structure, planned value.
• LinePropertyId: The identifier for the line property, which may indicate billing or cost characteristics.
• ManualETCForecastCost_: The manually entered estimate to complete cost for the budgeted sales.
• ManualETCForecastHours_: The manually entered estimate to complete hours for the budgeted sales.
• MODELID: The identifier for the budget or forecast model.
• PROJID: The unique identifier for the project associated with the budgeted sales.
• Resource: The resource associated with the budgeted sales (if applicable).
• SalesCurrency: The currency in which the sales are budgeted.
• SalesPrice: The price at which the goods or services are budgeted to be sold.
• ScheduledCost_: The scheduled cost for the budgeted sales.
• ScheduledHours_: The scheduled hours for the budgeted sales.
• TXT: A text field for additional notes or descriptions related to the budgeted sales transaction.