Budget Roll-Up

L

lmcgahee

We have a budget amount to be entered on individual tasks (outside work
performed, etc.). Can I create a calculated field at the project level that
will "sum" up the individual budget amount custom fields from each of the
tasks? I would then like to compare that estimated total project budget to
the actual project cost to determine if on track (budget status indicator).
I would also like to compare the individual task budget amount custom fields
to their respective actual costs to determine if on track.

Any help you can provide would be appreciated.
 
R

Reid McTaggart

If I'm understanding you right, then all you need to do is define the
task-level custom field to roll up as a Sum. Create a Project Level custom
field with a formula that simply references the task-level field.
 
L

lmcgahee

That is what I would prefer to do, rather than maintain separate fields with
budget numbers, I would like to maintain the detail at the task level and
have it roll-up/sum-up to the project level field.
 

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