Consolidated project data missing in custom group

[fudgieknuckles]

I have a master project with a mix of native and inserted projects. I
created a custom cost column (Cost 1) to keep track of fixed expenses. I
also created a custom text column (Text 4) to keep track of which product
category a project belongs. When I create a group view to total up the fixed
expenses by product category, the fixed expenses from the inserted projects
are missing from the totals.

 

[John]

I have a master project with a mix of native and inserted projects. I
created a custom cost column (Cost 1) to keep track of fixed expenses. I
also created a custom text column (Text 4) to keep track of which product
category a project belongs. When I create a group view to total up the fixed
expenses by product category, the fixed expenses from the inserted projects
are missing from the totals.

Fudgieknuckles,
It isn't real clear how you are doing the grouping, but it sounds like
all you need is a formula for the Cost1 field. Go to
Tools/Customize/Fields. In the Customize Fields window, set the option
for calculation for task and group summary rows to be "Rollup" and
select "sum" from the selection box next to it. Hit "OK" and you should
be all set.

Hope this helps.
John
Project MVP

 

[fudgieknuckles]

That does not do the trick. I had already configured the Cost1 field to sum
up expenses to the summary task level.

I'm grouping by a custom text field (Text 4) where I keep track of 3 product
categories. I'm trying to determine the total $$ in the Cost1 field for each
of the 3 product categories.

 

[John]

That does not do the trick. I had already configured the Cost1 field to sum
up expenses to the summary task level.

I'm grouping by a custom text field (Text 4) where I keep track of 3 product
categories. I'm trying to determine the total $$ in the Cost1 field for each
of the 3 product categories.

fugieknuckles,
As I said, it isn't real clear how you were doing the goruping. I guess
I need more information about your file because when I try it on a
sample file it works fine. Just for a test this is what I did.
1. I created a file with several tasks
2. I arbitrarily put Prod 1, Prod 2 or Prod 3 in Text4 for each task
3. In the Cost1 field I gave each prod its own value (i.e. $10 for prod
1, $20 for prod 2, etc.)
4. I customized Cost1 by rolling up the sum
5. Finally I grouped the file first by text4 and then by Cost1

Each group showed the correct rollup sum of cost from Cost1.

Now, how is your file different?

John
Project MVP