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Calculated cost fields do not total in Project Centre views

Answered Calculated cost fields do not total in Project Centre views

  • dinsdag 17 april 2012 6:39
     
     
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    Hi,

    I have configured a number of custom task level cost fields that are populated at the task level within the WBS.
    The fields are set to rollup and sum - so the summary level tasks within the schedule sum the values as you would expect.

    I have also created some custom project level cost fields that are calculated and set to be =[XXXX task level cost field]

    The project centre displays the cost totals correctly for each project but I cannot get the costs to then total for a portfolio of projects. Ie when I group the project centre veiw - the costs for the group of projects do not total.

    Based on my investigation:

    • Standard cost fields - eg Cost and Baseline cost will total.
    • Custom project enterprise fields that are inputted via manual data entry will also total.
    • Custom project enterprise fields that are calculated will not total.

    This seems counter logical, and is a big issue for us right now. Can anyone comment as to whether this is actually a limitation of the tool? If so is there anyother way I can pass cost values generated at a task level, to the project level and then finally to the portfolio level?

    I hope this makes sense and that someone can shed light on this. Thanks in advance.

     

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  • dinsdag 17 april 2012 12:33
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    Franko 123 --
     
    What you are describing is the default behavior of custom Cost fields that contain a formula, which is that they do not total when you apply grouping to a Project Center view.  I am not aware of any workaround other than exporting the Project Center data grid to Excel and using Excel�??s calculation features.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Als antwoord gemarkeerd door Franko 123 dinsdag 17 april 2012 22:52
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  • dinsdag 17 april 2012 22:52
     
     
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    Thanks for the quick response Dale, that is very frustrating but at least my conclusions have been confirmed. Appreciate your help.

     
  • woensdag 18 april 2012 1:18
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    Franko --
     
    You are more than welcome for the help, my friend!  :)
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"