dinsdag 17 april 2012 6:39
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.
dinsdag 17 april 2012 12:33ModeratorFranko 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.
- Als antwoord gemarkeerd door Franko 123 dinsdag 17 april 2012 22:52
dinsdag 17 april 2012 22:52
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 1:18Moderator