ProjectForecastsPlanningOptions
The Planning Options resource is used to view the planning options configured for the project forecast version.
Columns
| Name | Type | Description |
| ProjectForecastsPlanVersionId [KEY] | Long | Identifier of the forecast version. |
| PlanningOptionId [KEY] | Long | Identifier of the summary level planning option in the project forecast version. |
| PlanningResourceBreakdownStructure | String | Planning resource breakdown structure associated with the project. |
| PlanningLevel | String | Level of the forecast at which amounts can be entered. |
| CalendarType | String | The type of calendar, such as accounting calendar or project accounting calendar, used for entering and displaying periodic financial information. |
| PeriodProfile | String | Defines how time periods are grouped and displayed when editing forecast versions. |
| RateDerivationDateType | String | The date type, for example, the system date or a fixed date that's used as the basis for deriving rates for calculating amounts on a None time phased forecast version. |
| RateDerivationDate | Datetime | The date that's used as the basis for deriving rates for calculating amounts on a None time phased forecast version. |
| CostRateDerivationDateType | String | The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating cost amounts. |
| CostRateDerivationDate | Datetime | The date that is used as the basis for deriving rates for calculating cost amounts. |
| BillRateDerivationDateType | String | The date type, for example, the system date or a fixed date that is used as the basis for deriving rates for calculating revenue amounts. |
| BillRateDerivationDate | Datetime | The date that is used as the basis for deriving rates for calculating revenue amounts. |
| DesignateAsPrimaryCostForecastFlag | Bool | Indicates whether the financial plan type is the primary cost forecast. |
| DesignateAsPrimaryRevenueForecastFlag | Bool | Indicates whether the financial plan type is the primary revenue forecast. |
| MultipleTransactionCurrencies | String | Indicates that the plan can use multiple transaction currencies. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected. |
| CurrentPlanningPeriod | String | Current planning period that drives the display of the periodic information. It can be the project accounting period or accounting period depending on the selected calendar type. This value is not applicable when the calendar type is set to NONE. |
| MaintainManualSpreadOnDateChanges | String | Indicates whether the periodic planning is retained in the plan version on plan line date modifications. A value of Y indicates that the attribute is selected. A value of N means that the attribute is not selected. |
| AssignTaskResourceInSingleCurrencyFlag | Bool | Indicates whether a forecast line is enabled for assigning resources in a single currency for a task. |
| ProjectCurrency | String | Currency for the project. |
| ProjectLedgerCurrency | String | Project ledger currency for the project. |
| UseSameConversionAttributeForAllCurrencyConversionsFlag | Bool | Indicates whether you can use the same currency conversion attribute for all currencies. |
| CostRateTypeForConversionInPC | String | Cost rate type that is used as a cost conversion attribute for project currency. |
| CostDateTypeForConversionInPC | String | Date type that is used as a cost conversion attribute for project currency. |
| CostFixedDateForConversionInPC | Datetime | Date that's used as a cost conversion attribute for project currency. |
| CostRateTypeForConversionInPLC | String | Cost rate type that is used as a cost conversion attribute for project ledger currency. |
| CostDateTypeForConversionInPLC | String | Date type that is used as a cost conversion attribute for project ledger currency. |
| CostFixedDateForConversionInPLC | Datetime | Date that's used as a cost conversion attribute for project ledger currency. |
| RateTypeForCostConversion | String | Cost rate type that is used as a cost conversion attribute for planning currencies. |
| DateTypeForCostConversion | String | Date type that is used as a cost conversion attribute for planning currencies. |
| FixedDateForCostConversion | Datetime | The date that is used to derive rates for calculating planned costs for planning currencies. |
| RevenueRateTypeForConversionInPC | String | Revenue rate type that is used as a revenue conversion attribute for project currency. |
| RevenueDateTypeForConversionInPC | String | Date type that is used as a revenue conversion attribute for project currency. |
| RevenueFixedDateForConversionInPC | Datetime | Date that's used as a revenue conversion attribute for project currency. |
| RevenueRateTypeForConversionInPLC | String | Revenue rate type that is used as a revenue conversion attribute for project ledger currency. |
| RevenueDateTypeForConversionInPLC | String | Date type that is used as a revenue conversion attribute for project ledger currency. |
| RevenueFixedDateForConversionInPLC | Datetime | Date that's used as a revenue conversion attribute for project ledger currency. |
| RateTypeForRevenueConversion | String | Revenue rate type that is used as a revenue conversion attribute for planning currencies. |
| DateTypeForRevenueConversion | String | Date type that is used as a revenue conversion attribute for planning currencies. |
| FixedDateForRevenueConversion | Datetime | The date that is used to derive rates for calculating planned revenue for planning currencies. |
| UsePlanningRatesFlag | Bool | Enables utilization of planning rates for resources and resource classes when calculating forecast amounts. |
| BurdenScheduleCostOptions | String | A set of burden multipliers that is maintained for use across projects. Also referred to as a standard burden schedule. |
| PersonCostOptions | String | Rate schedule used for the calculation of cost amounts for named persons. |
| JobCostOptions | String | Rate schedule used for the calculation of cost amounts for jobs. |
| NonlaborResourceCostOptions | String | Rate schedule used for the calculation of cost amounts for non-labor resources. |
| ResourceClassCostOptions | String | Rate schedule used for the calculation of cost amounts for resource classes. This is used for cost calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources. |
| PersonRevenueOptions | String | Rate schedule used for the calculation of revenue amounts for named persons. |
| JobRevenueOptions | String | Rate schedule used for the calculation of revenue amounts for jobs. |
| NonlaborResourceRevenueOptions | String | Rate schedule used for the calculation of revenue amounts for non-labor resources. |
| ResourceClassRevenueOptions | String | Rate schedule used for the calculation of revenue amounts for resource classes. This is used for revenue calculation when rates are unavailable in rate schedules for named persons, jobs, or non-labor resources. |
| RevenueGenerationMethod | String | Determines whether forecast revenue is calculated based on quantity and rates, event amounts, or the spread ratio specified for tasks. |
| ForecastETCMethod | String | Method used to calculate estimate-to-complete values in project forecast. |
| CarryForwardUnusedAmountsFromPastPeriodsFlag | Bool | Indicates whether unused forecast amounts can be carried over from the current or closed periods to the next open period. |
| ActualAmountsThroughPeriod | String | The period (current, prior, or last closed) through which actual amounts are used when generating forecast amounts. |
| ETCGenerationSource | String | Specifies whether the estimate-to-complete source for generating a forecast version is the financial project plan, another financial plan, or project resources. |
| AllowNegativeETCCalculationFlag | Bool | Indicates whether negative estimate-to-complete quantity can be calculated in progress. If the check box isn't enabled, and the calculated value is negative, then the estimate-to-complete quantity is set to zero. |
| OpenCommitments | String | Indicates whether project costs from commitments are included when generating budgets or forecasts. |
| RetainOverrideRatesFromSourceFlag | Bool | Indicates whether user specified cost and revenue rates from the source must be retained when generating the target budget or forecast version. |
| RetainSpreadFromSourceFlag | Bool | RetainSpreadFromSourceFlag |
| DefaultReportingOption | String | Indicates whether cost or revenue quantity is used for reporting quantity when planning for cost and revenue in a separate forecast version. By default, it is set to Cost when planning amounts are cost only or cost and revenue together. When the planning amounts are revenue only, it is set to Revenue. |
| ReportCost | String | Determines the cost amount types that are used to calculate and report margins on forecasts. |
| AmountScale | String | The scale on which amounts are displayed on the user interface. For example, if you select to view amounts in 1000s, the $100,000,000 amount is displayed as 100,000. |
| CurrencyType | String | Indicates whether the project currency or the project ledger currency is used for displaying amounts when reviewing forecast amounts. |
| RetainManuallyAddedForecastLinesFlag | Bool | Indicates whether manually added plans lines are retained when the forecast version is regenerated. |
| AssociateProjectCostsOrRevenueToSummaryTasksFlag | Bool | AssociateProjectCostsOrRevenueToSummaryTasksFlag |
| ProjectRoleCostOptions | String | Rate schedule used for the calculation of cost amounts for project role. This is used for cost calculation when rates are unavailable in rate schedules for named persons. |
| ProjectRoleRevenueOptions | String | Rate schedule used for the calculation of revenue amounts for project role. This is used for revenue calculation when rates are unavailable in rate schedules for named persons. |
| FinancialPlanType | String | financialplantype |
| Finder | String | finder |
| PlanVersionId | Long | planversionid |
| ProjectId | String | projectid |