How to add cost to budget resource

[Matteo]

Dear all I am trying to add costs to a budget resource just created, anyway
the costs tab is not editable, how can i insert the cost? the resource is not
checked out, i tried to recreate it but the problem is the same...
Matteo

 

[JulieS]

Hello Mateo,

Budget resource costs can only be assigned to the Project Summary task.
Create the resource and mark the resource as a budget resource to
selecting the checkbox in the resource information dialog box.
Show the Project summary task through Tools > Options > View tab.
Display the Task Usage view and add the cost on the *assignment* line.

Help in Project 2007 under the topic "Create a budget for your project"
also describes the process in detail.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Matteo]

Dear JulieS,
if I understood right I can do that only at the assignment level, is it not
possible to assingn cost at resource level?
I try to explain better what I am doing, at the creation of the project the
PM is asking, using budget resources, a system administrator and an analyst
(not nominative resource just a budget resource), the Project Office later
will give to PM the nominative resource. Is it possible at the first step
give to the PM the chance to know the price of each kind of figure passing
through budget resources?

 

[JulieS]

Hello Mateo,

If you want to work with resource costs, I would create the system
administrator and analyst and add costs for them on the Resource Sheet.
As you assign the resources, the cost for that resource will be
calculated based upon the cost you specified and the amount of work.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Matteo]

This is what I was trying, anyway the costs tab is disabled and I cannot
insert values.
What I did:
1st
selected some budget resources on web access and opened with project
professional: costs tab of each budget resource is disabled
2nd
created a new project, build a team with some budget resources assigned to
the project summary line, changed the view to resource sheet, selected each
budget resource to change the cost, all of them have the costs tab disabled.

I have no idea to workaround this.

Matteo

 

[JulieS]

Hi Matteo,

Okay, thanks for the additional information. I don't use Project server
so I can only tell you how it works using Project desktop, but I believe
the issue is the same. As you are using Project Server (and I assume
enterprise resources), if you have follow up questions, you may want to
post those to the Project Server newsgroup. This newsgroup is focused
on the desktop usage (non-server.)

If you want to use resource costs for the analyst and systems
administrator based upon Standard, Overtime and/or Cost per use that you
define in the Resource Sheet, the resources cannot be defined as budget
resources. They need to be created as work resources or cost resources,
but de-select the "budget" check box on the resource information tab.
Then you can fill in the cost (Standard Rate , Overtime Rate, Cost per
use) on the Resource Sheet. Costs from the standard rate will carry
through when you assign the resource to tasks based upon the amount of
work for the resource. Overtime cost is based upon overtime work
assigned.

Resources (work and cost) resources that have been set as budget
resources can only be assigned to the Project summary task. You add the
cost for the budget resources on the assignment (look at the Task Usage
view) for the project summary task. In the Task Usage view, add the
cost field to the table and enter the costs there.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Crook]

Hi Matteo,

We restrict resource edit permissions to a few people to prevent unwanted
changes to our enterprise resources. It sounds like that is the situation
you are facing. See your Project Server Administrator.

HTH,
Crook