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Reporting on Fund#s, when multiple resources bill against differnt fund numbers, help?!!! RRS feed

  • Question

  • If i have one resource,
    This one resource is on three different projects
    This one resource has a different fund number for each project they are billing against

    How can I track how much this resource is costing each fund number on each project? And report on this?

    Your help is much appreciated                 
    Tuesday, June 28, 2011 11:34 PM

Answers

  • Franktea:

    This is a rather big can of worms as this first and foremeost, "depends on your requirements," which you haven't completely stated. If each project has only one fund number associated with it, you can model this as an Enterprise Project Field. If there are multiple fund numbers associated with work in a single project, you will need to use a task/assignment level field. Once you have your project and/or task metadata in place, it's simply a matter of reporting against these records. 


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Wednesday, June 29, 2011 4:43 PM

All replies

  • Franktea:

    This is a rather big can of worms as this first and foremeost, "depends on your requirements," which you haven't completely stated. If each project has only one fund number associated with it, you can model this as an Enterprise Project Field. If there are multiple fund numbers associated with work in a single project, you will need to use a task/assignment level field. Once you have your project and/or task metadata in place, it's simply a matter of reporting against these records. 


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Wednesday, June 29, 2011 4:43 PM
  • Hi Gary,

    I need this on the resource level,

     

    Example Project A

    Three resources

    Three Tasks

    Task 1 - one resource - Fulltime employee bills against - fund F1

    Task 2 - Two resources - one full time resource  bills against - fund F1, one consultant - bills against f2

    Task 3 - Three resources - one full time resource bills against - fund F1, Two consultants - 1 bills against f2, 2nd consultants - bills against f3

     

    I setup a custom field in Timesheet called Fund#, with a pulldown menu for F1,F2,F3, Trying to report on this with reports wizard in BI, fund field is coming up blank, any thoughts?

    Thanks,
    Frank

     

     

    Friday, July 1, 2011 4:14 PM