Project Ongoing Costs

Edited

In this article we cover off exporting Project Ongoing Costs to Excel. With Fluid you can easily have a view of the data that is a part of your on going costs in your projects off-line.

Project Ongoing Costs can be downloaded from your Project Workspaces or Project Dashboards.



Column Description

Column & Title

Description

FinanceType

The ongoing cost type. Indicates whether the ongoing cost is a Amortized or Capitalized record.

Benefit Type

The type of ongoing cost, whether Qualitative or Quantitative. 

Fiscal Year

The year the ongoing cost applies to.

StartDate

The start date that the ongoing cost was presented/realised. 

Type

The ongoing cost subtype.

Status

The ongoing cost status, i.e. whether the ongoing cost is open or closed.

Project

The project title the ongoing cost applies to.

ProjectId

Fluid project unique ID.

ProjectRef

The project external reference.

ProjectStatus

The current project status.

ParentProject

The Top Parent project of the project in the Project Hierarchy.

ParentProjectId

The unique ID of the Top Parent project.

ParentProjectRef

The Top Parent project external reference.

Title

The ongoing cost title.

Description

The ongoing cost description. 

Classification

This column is only applicable to Resourcing ongoing costs and represents the name of rate card applied to the ongoing cost.

This column only applies to Quantitative Resourcing ongoing costs.

Taxon

The additional categorisation of ongoing costs.

Currency

The currency code the ongoing cost value is in.

This column only applies to Quantitative Non Resourcing ongoing costs.

Allocation

The ongoing cost resource allocation value.

This column only applies to Quantitative Resourcing ongoing costs.

Value

The ongoing cost amount for the fiscal year in the default currency.

LocalValue

The ongoing cost amount in the currency the ongoing cost was entered in.

This column only applies to Quantitative Non Resourcing ongoing costs.

RestatedValue

The ongoing cost amount in the restated currency.

ExpenseCategory

The expense category the ongoing cost applies to.

This column only applies to Quantitative Non Resourcing ongoing costs.

ExpenseType

The expense type the ongoing cost applies to.

This column only applies to Quantitative Non Resourcing ongoing costs.

Portfolio

The portfolio the ongoing cost applies to.

This column only applies to Quantitative Resourcing ongoing costs.

SubPortfolio

The subportfolio the ongoing cost applies to.

This column only applies to Quantitative Resourcing ongoing costs.

CostCentre

The cost centre the ongoing cost applies to.

Probability

The likelihood of the ongoing cost occurring – High, Medium or Low.

Owner

The name of the owner.

OwnerId

The Fluid ID of the owner.

OwnerRef

The username of the owner.

ActionDate

The date of when the acknowledgement status was sent to the owner of the ongoing cost.

ActionStatus

The status of the acknowledgement sent to the owner of the ongoing cost.

RAGStatus

The RAG status of the entry - specify between RedAmber or Green.

Strapline

The RAG status strapline.

StatusDate

The RAG status date.

CreatedBy

The name of the user who created the ongoing cost.

CreatedById

The Fluid ID of the user who created the ongoing cost.

CreatedByRef

The username of the user who created the ongoing cost.

LastModifiedBy

The name of user that last updated the ongoing cost.

LastModifiedByID

The Fluid ID of the user that last updated the ongoing cost.

LastModifiedByRef

The username of the user that last updated the ongoing cost.

LastModified

The date that the ongoing cost was last updated.

Baseline

N/A

BenefitId

The ongoing cost unique ID in Fluid.

Guid

Fluid Global Unique Identifier for the ongoing cost.

AU. Onwards

Project ongoing costs custom properties that have been set to Reportable.


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