Creating Views

[Usman Ahmad]

Hi.
I was wondering if there is a way to create views within the ProjectCenter
using summation function for Enterprise Custom Fields defined on tasks? Or is
this only possible by using the Data Analysis (OLAP) components?

I created some Enterprise Custom Fields for tasks like Accomodation Cost and
Travle Cost. After multiple trips we get a couple of asks with Travle Costs
and Accomodation cost entries. The management wants to see a summed up view
of these costs for per project and not as details of tasks. Also, is there a
way to sum up these costs and put them in the COST field of each task somehow
by maybe using a module or something? How would one create such a module and
then issue a call to the module as each entry is made?

 

[Ben Howard]

Hi Usman,
Modify your existing Enterprise Task Cost fields so that the roll-up
attribute is set to SUM. This will then allow you, for each field (Travel,
Accomodation), to show the field at the project level, with the SUM of the
costs. If you need a total cost field, then you'll need another field which
adds these two together.

 

[Jonathan Sofer [MVP]]

If your Enterprise TASK cost field is called "Accommodation Cost" then you
need set the the summary rollup to SUM. Then to show a rolled up cost field
at the project level in Project Center you need to create an Enterprise
PROJECT level cost field and set it to the formula = [Accommodation Cost].
Call it something like "Project Accommodation Cost"

You can then use this project level field in your Project Center views to
show the project summary costs for "Accommodation Cost"

Hope this helps,

Jonathan Sofer

 

[Usman Ahmad]

Ok cool. I got the fields to rollup as SUM. now how do I expose this total in
the Project Center?

I created a Project level enterprise Field and gve the formula
'=[Accomodation Cost]' but it shows no value in the Project Center. ow do I
get the formula to be a SUM([Accomodation Cost]) sort of thing? Sorry for
being such a newbie at this but I really need to get this view done for
management.

thanx.

If your Enterprise TASK cost field is called "Accommodation Cost" then you
need set the the summary rollup to SUM. Then to show a rolled up cost field
at the project level in Project Center you need to create an Enterprise
PROJECT level cost field and set it to the formula = [Accommodation Cost].
Call it something like "Project Accommodation Cost"

You can then use this project level field in your Project Center views to
show the project summary costs for "Accommodation Cost"

Hope this helps,

Jonathan Sofer

Hi.
I was wondering if there is a way to create views within the ProjectCenter
using summation function for Enterprise Custom Fields defined on tasks? Or
is
this only possible by using the Data Analysis (OLAP) components?

I created some Enterprise Custom Fields for tasks like Accomodation Cost
and
Travle Cost. After multiple trips we get a couple of asks with Travle
Costs
and Accomodation cost entries. The management wants to see a summed up
view
of these costs for per project and not as details of tasks. Also, is there
a
way to sum up these costs and put them in the COST field of each task
somehow
by maybe using a module or something? How would one create such a module
and
then issue a call to the module as each entry is made?