PjEstimate
Stores project estimate records, detailing cost projections, status, type classifications, and related metadata.
Table Specific Information
When updating the PjEstimate table, Sage Intacct must have LocationID or ClientID connection properties set if updating the IsPrimary field. One entity-level project estimate cannot be updated from the top-level. Therefore, when updating the PjEstimate table, you must provide an ID representing the entity to which the project estimates relate. The properties above must be configured to the value of the MegaentityID column, which is found in the PjEstimate table.
Insert
Insert is only supported when UseLegacy=False.
The following example illustrates how to insert into PjEstimate table:
INSERT INTO PjEstimate (Pjestimateid, Projectid, Itemaggregate) VALUES ('777', '4321', '<PJESTIMATEENTRY> <AMOUNT>1000.00</AMOUNT> <WFTYPE>original</WFTYPE> <MEMO>My memo</MEMO> </PJESTIMATEENTRY>');
Note: Inserts are not supported with the Legacy API.
Columns
| Name | Type | ReadOnly | Description |
| Recordno [KEY] | Long | True |
Unique identifier for the project estimate record. |
| Pjestimateid | String | False |
Identifier for the project estimate. |
| Description | String | False |
Description of the project estimate. |
| Estimatedate | Date | False |
Date of the project estimate. |
| Isprimary | Bool | False |
Indicates if this is the primary estimate for the project. |
| Status | String | False |
Current status of the project estimate (e.g., Active, Inactive, Finalized). |
| Posted | Bool | False |
Indicates if the estimate is posted to GL budgets. |
| Glbudgetheaderkey | Long | True |
Key for the GL budget header associated with the estimate. |
| Glbudgetid | String | False |
Identifier for the GL budget associated with the estimate. |
| Postto | String | False |
Posting period for the project estimate. |
| Projectkey | Long | True |
Key for the associated project. |
| Projectid | String | False |
Identifier for the associated project. |
| Projectname | String | True |
Name of the associated project. |
| Pjestimatetypekey | Long | True |
Key for the type of project estimate. |
| Pjestimatetypename | String | False |
Name of the project estimate type. |
| Selectedwftypes | String | True |
Selected workflow types for the estimate entry. |
| Currency | String | True |
Currency associated with the project estimate. |
| Projectbegindate | Date | True |
Start date of the associated project. |
| Projectenddate | Date | True |
End date of the associated project. |
| Total | Decimal | True |
Total amount of the project estimate. |
| Locationkey | Long | True |
Key for the location associated with the estimate. |
| Locationid | String | True |
Identifier for the location associated with the estimate. |
| Locationname | String | True |
Name of the location associated with the estimate. |
| Parentprojectkey | Long | True |
Key for the parent project, if applicable. |
| Parentprojectid | String | True |
Identifier for the parent project, if applicable. |
| Parentprojectname | String | True |
Name of the parent project, if applicable. |
| Customerkey | Long | True |
Key for the customer associated with the project estimate. |
| Customerid | String | True |
Identifier for the customer associated with the project estimate. |
| Customername | String | True |
Name of the customer associated with the project estimate. |
| Supdocid | String | False |
Identifier for any attachments associated with the project estimate. |
| Whenmodified | Datetime | True |
Timestamp marking the last modification of the project estimate. |
| Whencreated | Datetime | True |
Timestamp marking the creation of the project estimate. |
| Modifiedby | Long | True |
User ID of the individual who last modified the project estimate. |
| Createdby | Long | True |
User ID of the creator of the project estimate. |
| Megaentitykey | Long | True |
Key for the mega entity associated with the project estimate. |
| Megaentityid | String | True |
Identifier for the mega entity associated with the project estimate. |
| Megaentityname | String | True |
Name of the mega entity associated with the project estimate. |