Project Ongoing Costs

Modified on Thu, 11 Aug 2022 at 05:30 PM

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
FinanceTypeThe 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 YearThe year the ongoing cost applies to.
StartDateThe start date that the ongoing cost was presented/realised. 
TypeThe ongoing cost subtype.
StatusThe ongoing cost status, i.e. whether the ongoing cost is open or closed.
ProjectThe project title the ongoing cost applies to.
ProjectId
Fluid project unique ID.
ProjectRefThe project external reference.
ProjectStatusThe current project status.
ParentProjectThe Top Parent project of the project in the Project Hierarchy.
ParentProjectIdThe unique ID of the Top Parent project.
ParentProjectRefThe Top Parent project external reference.
TitleThe ongoing cost title.
DescriptionThe ongoing cost description. 
ClassificationThis 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.
TaxonThe additional categorisation of ongoing costs.
CurrencyThe currency code the ongoing cost value is in.

This column only applies to Quantitative Non Resourcing ongoing costs.
AllocationThe ongoing cost resource allocation value.

This column only applies to Quantitative Resourcing ongoing costs.
ValueThe ongoing cost amount for the fiscal year in the default currency.
LocalValueThe ongoing cost amount in the currency the ongoing cost was entered in.

This column only applies to Quantitative Non Resourcing ongoing costs.
RestatedValueThe ongoing cost amount in the restated currency.
ExpenseCategoryThe expense category the ongoing cost applies to.

This column only applies to Quantitative Non Resourcing ongoing costs.
ExpenseTypeThe 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.
CostCentreThe cost centre the ongoing cost applies to.
ProbabilityThe likelihood of the ongoing cost occurring – High, Medium or Low.
OwnerThe name of the owner.
OwnerIdThe Fluid ID of the owner.
OwnerRefThe username of the owner.
ActionDateThe date of when the acknowledgement status was sent to the owner of the ongoing cost.
ActionStatusThe status of the acknowledgement sent to the owner of the ongoing cost.
RAGStatusThe RAG status of the entry - specify between RedAmber or Green.
StraplineThe RAG status strapline.
StatusDate
The RAG status date.
CreatedByThe name of the user who created the ongoing cost.
CreatedByIdThe Fluid ID of the user who created the ongoing cost.
CreatedByRefThe username of the user who created the ongoing cost.
LastModifiedByThe name of user that last updated the ongoing cost.
LastModifiedByIDThe Fluid ID of the user that last updated the ongoing cost.
LastModifiedByRefThe username of the user that last updated the ongoing cost.
LastModifiedThe date that the ongoing cost was last updated.
BaselineN/A
BenefitId
The ongoing cost unique ID in Fluid.
Guid
Fluid Global Unique Identifier for the ongoing cost.
AU. OnwardsProject ongoing costs custom properties that have been set to Reportable.




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