Fixed cost summary

M

MLechner

Is it possible to see summarized fixed costs? I have entered a fixed cost
(e.g., hardware cost) along with resource usage (work effort to install
hardware). The fixed cost only shows up at the task level and does not rollup
to the summary level.

I also want to generate a report that shows the fixed cost total, the labor
cost total, and total project cost. Is this possible?
 
S

Steve House [MVP]

You can do it by creating some custom calculated cost fields. The reason
that it doesn't roll up in the basic cost table is that you could have a
fixed cost associated with a summary task plus additional fixed costs
associated with some of its subtasks. The way it's designed, you can enter
both in the appropriate slots.

Here's how to do what I think it is you want.

Using the Cost1 field, rename it to Resource Cost, and set its calculation
to [Cost]-[Fixed Cost]. Its summary behavior should be set to roll up using
the sum function.

Using the Cost2 field, name it whatever you'd like, and set its formula to
[cost]-[resource cost]. Set its summary behavior to "use formula." It will
mirror the existing fixed cost value for regular tasks and subtasks. For
summary tasks it will show the sum of the subtask fixed costs plus any fixed
cost associated with the summary itself.

To generate your report, add these fields into a table of your choice and
viola!
 

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