Custom Cost column for FY

[Steve]

I have msp07. I have a project that spans 5 years. Is it possible to
create a custom cost field that is tailored to show the totals and rollup
for only the tasks within a 12 month period, i.e. 1 Oct - 30 Sep... So you
would have a Cost table showing such as Cost, FYCost07, FYCost08, FYCost09,
etc...

I know using the Task Usage View and seting the Cost details and timescale
to months it shows breakout of info I'm looking for each month but not to FY
year.

Or is there a better way. Is there a VBA or Macro that can accomplish this
in the Gantt View Cost Table?

Steve

 

[John]

I have msp07. I have a project that spans 5 years. Is it possible to
create a custom cost field that is tailored to show the totals and rollup
for only the tasks within a 12 month period, i.e. 1 Oct - 30 Sep... So you
would have a Cost table showing such as Cost, FYCost07, FYCost08, FYCost09,
etc...

I know using the Task Usage View and seting the Cost details and timescale
to months it shows breakout of info I'm looking for each month but not to FY
year.

Or is there a better way. Is there a VBA or Macro that can accomplish this
in the Gantt View Cost Table?

Steve

Steve,
I'm back. Something just crossed my mind. You should be able to see what
you want in the Task Usage view by setting the timescale to years. Show
the Cost field in the timescaled data on the right. If you have fiscal
years checked for the timescale and your Tools/Options/Calendar tab is
set for a fiscal year start in October, I think you will see what you
want. If not, tell us why not.

John
Project MVP

 

[Jan De Messemaeker]

Hi Steve,

I don't think I fully appreciate this.
I gave the exact reply John gives you here (even a bit more) in the other
Newsgroup more than 8 hours before you reposted the question here.
You read it because you added a question 16 minutes before reposting here.
We MVPs are volunteers and we do like to help people; but doubling the work
for no reason isn't serious, is it?
Greetings,

 

[Steve]

Jan,

I meant no disrespect, please see my original question posted on
public.project "Subject: Re: Cost columns customed for FY periods". John
recommended a VBA so I posted to project.VBA. Where you kindly directed me
to the VB Editor. He later came back and recommended I post to
project.developer with my question. And I greatly appreciated his advise.

I'm not a programming guru, I can do a simple VBA in excel to add or delete
things by using the recorder etc... And I can trial & error an existing one
to change field names or dates. I don't pretend to have a working knowledge
of VB.

I'm asking for help and advise from the project community and the responds
have lead me here.

What I thought would be a simple question to make a custom Cost column based
on the timescale dates has turned into rocket science at least from my level
of knowledge. What I thought I would find is advise to a generic example
that I could work on to meet my needs.

Steve

 

[John]

Hi Steve,

I don't think I fully appreciate this.
I gave the exact reply John gives you here (even a bit more) in the other
Newsgroup more than 8 hours before you reposted the question here.
You read it because you added a question 16 minutes before reposting here.
We MVPs are volunteers and we do like to help people; but doubling the work
for no reason isn't serious, is it?
Greetings,

Jan,
I'm a little lost here. It is Thursday morning in the US. I read this
message and based on your response, checked back to Steve's posting in
the main newsgroup. I see no response from you - today, yesterday or
anytime. If you did a response, it isn't showing up on my newsreader.

When I answered Steve's original post, I was kind of tired and thought
the only viable approach was using VBA and I didn't have time to develop
the code for him so I suggested he post here. The next day I saw his
post here, had a clearer mind and quickly realized the solution was
fairly straightforward without using VBA.

Sorry if we got crossed up. Perhaps I am partly to blame. I know the
feeling all to well of spending time on a response only to find out
someone else has answered the question.

John

 

[Jan De Messemaeker]

He also posted in the VBA group where I replied

 

[Steve]

John,

Thank you, didn't mean to cause any problems. I may not be making myself
clear asking for a custom column in a Cost Table shown in the Gantt Chart
View. It would appear something like this:

ID Task Name Cost FY08 FY09
FY10

0 Test 205,000.00 $43,718.58 $160,614.75 $666.67
1 a 65,000.00 $43,718.58 $21,281.42
2 b 15,000.00 $12,885.25 $2,114.75
3 c 50,000.00 $30,833.33 $19,166.67
etc....

The Cost field is the normal project Cost field, FY08 is the values directly
from the timescale set to show at year scale adjust to FY starting 1 OCT...

Steve

 

[Jan De Messemaeker]

Hi Steve,

The suggestion John and I made meant to show this on a Usage view, NOT in
the Gantt Chart.
That is only possible through VBA

 

[Steve]

Sorry for any misunderstanding before. Does any VBA exist that can
accomplish this?

If I used like the Text1, Text2 fields and made a Macro to capture (copy)
the cells in timescale pasted them to the Text fields, would that work? It
wouldn't be interactive but info would show in the Gantt view.

Steve

 

[Jan De Messemaeker]

Hi,

"Does any VBA exist"?
Yes, the method to look for the values by month, which you can
programmatically total by year or any, exists (Timescaledata, see my replies
in the VBA Newsgroup)
Has anybody already developped this and is willing to share? I don't know.
But you definitely can develop this in Project VBA (but it will take quite
some lines of code)

Hope this helps,

 

[Steve]

Jan,

I did review the VB Editor as you suggested but it didn't make me a guru as
you implied. LOL I was not able to find any examples to construct a VBA to
copy the timescale over the to Cost fields. As I said before, I can do
simple Macro functions but not having a progammer background I found the
object browser daunting. Much like suggesting they read a greek dictionary
and telling them to write a letter in greek. Since that's the best guides
available, sorry to have wasted your MVP time.

Steve