Custom Cost fields don't rollup?

[Mike]

I'm trying to use a task-level custom cost field and I can not seem to
get it to roll up. It was created in Project Server 2007 as a Task
Entity, Cost Type, Rollup(sum). I have a cost resource assigned to
one of my summary tasks and I exposed my custom Cost field on the Task
Usage view along with the built-in "Cost" column. If I enter a value
into my custom Cost field, it does not rollup. If I enter into the
built-in "Cost" column, it rolls up exactly the way I want. However,
we cannot use the "Cost" field because of it's depencency on
"Remaining Cost" and "Actual Cost." I have tried the "Calculate Now"
button on Tools > Options > Calculation to no availl.

Here are our requirements for this issue:
- Need to use Cost Resources.
- Need to assign the cost resources at the summary task (customer
requirement)
- Need to enter cost in a custom field.
- Need the total cost to roll up at all levels and within groups in
custom views.

Is this by design or is this workable?

Best Regards,
-- Mike

 

[Marc Soester [MVP]]

Hi Mike,

Open MS Project. You will need to go to Tools > Customise > Fields.
Find your task cost field you whish to use. Under "Calculation for task and
group summary rows, tick on the "Rollup" and then choose "sum" from the drop
down window. Now your Cost field should sum up.

Hope this helps

 

[Mike]

Marc..

Thanks for the reply, however, this doesn't work. The "Rollup" option
is greyed out because I am using an Enterprise custom field with
Project Server 2007. The field was created as a task entity, cost
type, with rollup(sum) selected. You'd think that with these options,
it would rollup. It just isn't doing it for me.

Did your posted solution work for you when using server?

-- Mike

 

[Marc Soester [MVP]]

hmmmm, I am surprised that this doesnt work. Let me have a look. I will get
back to you

 

[Marc Soester [MVP]]

Hi Mike,

sorry for the delay, somethimes live is just busy
I have tested this on Project Server 2007 and it works. This is what I have
done
Go to PWA > Server Settings > Enterprise Custom fields > New Field
- Next Screen
Enter a name of the custom field, choose Entity = Task and Type = Number (
or cost)
Custom Attributes = None
Calculation for Summary Rows = Rollup and then choose Sum
Leave the rest as is. Save the new field.
Open Project Professional and Insert the column wiht the custom field you
just created. When entering data, you will see that the number sums up on the
summary field
I hope this does the job for you

--
Marc Soester [MVP]
State Manager: EPM
http://marcsoester.blogspot.com

 

[tasanton]

Marc hi,

I have the same exact problem with Mike. An enterprise CF of type
number/cost is not rolled up inside P2007. The summary task always shows
#ERROR.

Any ideas ?

 

[Marc Soester [MVP]]

Hi tasanton,

can you please varify that you have set up the custom fields as I explained
in my last post.
Thanks
Marc
--
Marc Soester [MVP]
State Manager: EPM
http://marcsoester.blogspot.com

 

[Tasanton]

Hi Marc,

Yes, it's fairly simple but it doesn't work:

- Create a new task custom field "Invoice" of cost type with rollup(sum).
- Create a new project and enter 1 summary task and 1 subtask.
- Enter 1000 in the "Invoice" field in the subtask.
- #ERROR shown in the summary task.

I've noticed similar issues with type number too.

 

[Marc Soester [MVP]]

Hi Tasanton,

try not to enter a value in a summary task only at a lowest level task and
see if you still receive the error message
Let me know. thanks
--
Marc Soester [MVP]
State Manager: EPM
http://marcsoester.blogspot.com

 

[Tasanton]

Marc,
I am not entering any value in the summary task.
I expect it to be calculated based on the rollup(sum) of the child task.
Instead, I am getting an #ERROR.

T

 

[Marc Soester [MVP]]

Tasanton,

I have been trying it again and it still seem to work.

Can you please ensure to follow these steps:
Go to PWA > Server Settings > Enterprise Custom fields > New Field
- Next Screen
Enter a name of the custom field, choose Entity = Task and Type = Number (
or cost) > Custom Attributes = None
Calculation for Summary Rows = Rollup and then choose Sum
Leave the rest as is. Save the new field.
Open Project Professional and Insert the column wiht the custom field you
just created. When entering data, you will see that the number sums up on the
summary field

If this doesnt work and you dont have an error in either your queu or the
event log, then I dont know why it doesnt work for you
Sorry

--
Marc Soester [MVP]
State Manager: EPM
http://marcsoester.blogspot.com

 

[Tasanton]

Hi Marc,

I think I found the reason behind the erroneous behavior.
It seems that if you define a field which is formula-based and is not
working ok (message: syntax error or unrecognized field), then this field
affects others in P2007. I had such a field and when I corrected it, the
number/cost fields started behaving correctly and rollup.
Now it may not be as simple as it sounds, because I am also using a
locale<>EN and have some issues with the list separator.

Anyway, it's fine now. Thanks Marc for your assistance !

 

[Miguel Morales]

Marc, I'm also having this issue, but here is what I found so far. Please
tell me if I'm not reading this correct.

I have a Enterprise Custom Field label [Bill Rate] task, cost type. I then
have another ECF label [Total Billed Rate] task, cost type with a formula
[Bill Rate]*[Work]/60, I select to roll it up, and select SUM. the fields
saves fine, but when I go back and look at the properties of the field, the
roll up option has moved to FORMULA?????
Its fair to say that if I do not use a formula the roll up feature works
fine….
I get the "ERROR" in the summary cell for the [Total Bill Rate] is this a
field type and formula limitation?????
Is there a way to build the formula so it rolls up????
Thanks
Miguel

 

[Mike]

Marc, I'm also having this issue, but here is what I found so far. Please
tell me if I'm not reading this correct.

I have a Enterprise Custom Field label [Bill Rate] task, cost type. I then
have another ECF label [Total Billed Rate] task, cost type with a formula
[Bill Rate]*[Work]/60, I select to roll it up, and select SUM. the fields
saves fine, but when I go back and look at the properties of the field, the
roll up option has moved to FORMULA?????
Its fair to say that if I do not use a formula the roll up feature works
fine....
I get the "ERROR" in the summary cell for the [Total Bill Rate] is this a
field type and formula limitation?????
Is there a way to build the formula so it rolls up????
Thanks
Miguel

Tasanton,

I have been trying it again and it still seem to work.

Can you please ensure to follow these steps:
Go to PWA > Server Settings > Enterprise Custom fields > New Field
- Next Screen
Enter a name of the custom field, choose Entity = Task and Type = Number (
or cost) > Custom Attributes = None
Calculation for Summary Rows = Rollup and then choose Sum
Leave the rest as is. Save the new field.
Open Project Professional and Insert the column wiht the custom field you
just created. When entering data, you will see that the number sums up on the
summary field

If this doesnt work and you dont have an error in either your queu or the
event log, then I dont know why it doesnt work for you
Sorry

- Show quoted text -

Miguel

I believe there is a bug. Whenever you choose rollup (or none), close
the edit and then re-edit the field the summary calculation option is
always displayed as formula, however when you save the field with
summary set to rollup or none, this setting is effective (so a problem
with the form rather than the setting). In my experience you can set
detail to a formula and the summary to a function successfully

regards

Mike (2)