Adding a financial period range to a project generic inquiry

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel.

These are the tables that I currently have on the report:

I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

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The Project does not have a Period on it so you cannot get the field from there. Looking at the tables i dont believe you can use any of them as they dont have a period field. You will need to join some table that has then you can use it

Hello @eucciferri35 ,

Are you reporting Cost and Revenue data for your projects from Actual transactions, or from a Project Budget Forecast?

Both Project Transactions and Budget Forecasts offer Financial Period field. The table for Project Transactions is PMTran and the tables for Budget Forecasts are PMForecast & PMForecastRecord.

From the Tables tab, with cursor on PMProject table,
Click Add Related Table (button).
Type PMTran in lower left,
Click Select Related Table
Click ADD.

Once the table(s) you need are added, then you can use conditions and parameters to select a period or range of periods.

Laura

Apparently, I am still doing something wrong. I added the PMTran table to my list. Before I even try to add the finperiodID as a parameter. I am getting the error message below. I tried both an inner and left join. I also have a grouping set to - PMProject.ContractCD

Hello,

I think, PMProject Table listed on the left under Parent Table, and Child Table on the right = PMTran.

The Join type will be LEFT if you want to include all Projects in the results whether or not they have transactions.

The Join type will be INNER if you want to include only Projects with Transactions in your results.

Thanks @Laura02 That is exactly what I did was reverse the parent and child. I finally got the report to come up with the PMTran table added. It was pulling all the correct data before I added the parameter. Now I am struggling with the parameters. I decided to use end date versus financial period so it would be more flexible. I added the field to the Parameter table and then added the conditions tab - PMTran.Date Is Less than or Equal to = Enddate] no matter what date I put in it’s coming back as no records.