Summing up Cost Fields on Resource Sheet?

[TroyS]

I have Material type Resources (in Project 2003 - I'm not using 2007 which
has the cost fields i believe) where i've set up an Estimated and Actual Cost
Field. I have a 3rd column which assigns the material Resource to a main
group (Shells, Heads, Nozzles, Misc).

I want to group by these names and have Estimated and Actual Costs subtotal
at each group.

Is there a way to do this?
Any hints will be appreciated...thx.

 

[JulieS]

Hi Troy,

A couple of questions to help clarify for me.

You note that you have created columns for Estimated and Actual Cost
fields. Did you add fields (Cost1, Cost2, etc) to the Resource Sheet
view?

If you have assigned your material resources to tasks, in the Resource
Sheet you can display Cost fields such as Baseline Cost and Actual Cost
that are calculated for you by Project. The Baseline Cost (close to
your "Estimated Cost" field I am guessing) is populated when you assign
resources to tasks and then save a baseline. Actual Costs for a
resource is calculated when you track tasks.

I assume you have used one of the Text fields (Text1, Text2, etc.) to
add the Main group (Shells, Heads, Nozzles) information.

To create the group by Main group:
Go to Project > Group by > More Groups, New. Name the new group as you
like.
Click the Show in Menu checkbox to make it easier to find in the future.
In the first row next to Group By:
Field Name: Text1 (or whatever field you have selected)
Field type: Resource
Order: Ascending or descending as you wish.
Click OK to close the Group Definition dialog box and return to the More
Groups dialog box.
Click Apply to apply the new group.

If you have used the Baseline Cost and Actual Cost fields calculated by
Project, the group will sum the fields. If you have used some custom
field (Cost1 etc.) you'll need to manually tell the fields to sum up.

Click your secondary mouse button over the custom field and choose
Customize Fields from the shortcut menu. Under "Calculation for task
and group summary rows" select the Rollup: option button and select Sum
out of the drop-down list. Repeat for the other Cost field.

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

 

[Andrew Lavinsky]

You should be able to subtotal fields up by using the Grouping function.
Set up a custom group under the Project > Group By > More Groups dialog
box, and then finagle it until it shows you what you want.....

-A

 

[TroyS]

Julie,
thanks for the information.
We are not assigning the material resources to tasks and therefore no
baselines. We could look into this; as the materials list comes from a Bill
of Materials system, we only want to associate parts/materials to a project
on the resource sheet.

We've included Cost1, Cost2 as the estimated values for Estimate/baseline
and Actuals. I followed your steps in your last paragraph and this worked. I
have a group by on the Text1/Heading field and all seems to work fine.

thx. for your direction

 

[TroyS]

Thanks...i added a group and turned on 'Calculation for Task and Group
Summary Rows' = Sum....
this made everything roll up properly.

 

[JulieS]

You're most welcome Troy and thanks for the feedback.

Julie
Project MVP