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How can I Add the column Original Budgeted Amount from PMRevenueBudget from the project to my aia report?

  • September 17, 2025
  • 0 replies
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Whenever TaskID from PMRevenueBudget is included (either in the join to PMProformaLine or referenced in grouping), the report intermittently fails with one or both of these exceptions:

If I remove TaskID from the relationship or from the grouping, the exceptions go away but then I can’t bucket by 001/002/EXTRAS (My first segment of my task 001-000-00 etc.) and lines don’t reconcile correctly.

  1. Is there any known limitation in Report Designer that prevents using PMRevenueBudget.TaskID in a dataset that also includes PMProformaLine/PMProformaProgressLine, even with explicit key joins?

  2. Is there a supported bridge I should be using instead of joining PMRevenueBudget → PMProformaLine on (ProjectID, TaskID, AccountGroupID)? (e.g., a projection or a different DAC that exposes the budget/pro forma mapping without triggering GetBudgetLineKey?)

  3. Has anyone shipped an AIA-style report that lists budget lines and pulls pro forma progress per line? If so, could you share the exact Schema Builder relationships that worked?

  4. If the answer is “don’t mix these DACs in one query,” is the recommended pattern to:

    • base the report on PMRevenueBudget only and use subreports to pull progress by (ProjectID, TaskID, AccountGroupID) filtered by current RefNbr?

    • or build a GI/projection that pre-flattens the mapping?

  5. Any graph extensions or attributes on these DACs in 25.101 that would cause the query engine to inject GetBudgetLineKey/GetProformaLineKey despite explicit joins?