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 project Financial 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 project Financial status section).

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 :

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

Comments

The PJMPRGB2 - Estimated operation/budget progress (STD) SQL query is particularly useful for organizations in the services sector that use labor tasks exclusively.