Formatting Issues

[CLS.0222]

My customer is using MS Project to layout a 6-year funding profile for
several on-going efforts. MS Project is used to produce a Gantt view of all
interaction of the efforts at several locations. Additional “top levelâ€
information is being stored in Project along with a list of tasks. This
additional information is tracking funding required for 2 actions related to
each effort: R&D funding requested and operational funding requested. Note
the funding is input directly; no resources, rates, etc. are used to produce
the funding values.

We have used 6 custom cost fields to store R&D funding for years 1-6 (the
remaining custom cost fields are used for other program info). We have used
6 custom number fields to store operational funding for years 1-6. We have
customized the cost and number fields to roll-up funding in all the columns
to all the summary levels and for a “total cost†column.

Now the last thing the customer wants is to format the custom number fields
(containing operational funding projects) as currency/accounting (i.e.,
dollar signs and commas). I have done this using a custom text field for
each custom number field.

My one remaining “hole†is that the formatted custom text fields (showing
the operational funding in $#,### format) is blank at the summary levels. My
current dilemma is that I can display summed cost data in the number field
with no formatting or I can display formatted operational cost numbers with
no summing.

Suggestions (other than “use Excelâ€!)?

 

[JulieS]

Hello CLS.0222,

If I understand you correctly, you are using a number field to store
the data and then a text field to show the number field as a
formatted value? If the Number field is set to rollup then the
formatted value should just show the summary line correctly
formatted.

In quick testing:

I inserted the Number1 field into a view. No formula in the field
but the Group and Summary Rows are set to "Sum". This allows entries
in the subtask level and sums at the appropriate levels.

The Text1 field contains the formula:

CCur([Number1]*100)

The Group and summary rows are set to use the formula. The summary
rows correctly show the Number1 value (sum of Number1 for subtasks)
correctly formatted.

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

 

[CLS.0222]

Hi JulieS. Your suggestion did help. For the Text fields, I had neglected
to set the Group and summary rows to use the formula. Making that mod
cleared up my issue.

Thanks for your help!

Hello CLS.0222,

If I understand you correctly, you are using a number field to store
the data and then a text field to show the number field as a
formatted value? If the Number field is set to rollup then the
formatted value should just show the summary line correctly
formatted.

In quick testing:

I inserted the Number1 field into a view. No formula in the field
but the Group and Summary Rows are set to "Sum". This allows entries
in the subtask level and sums at the appropriate levels.

The Text1 field contains the formula:

CCur([Number1]*100)

The Group and summary rows are set to use the formula. The summary
rows correctly show the Number1 value (sum of Number1 for subtasks)
correctly formatted.

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

My customer is using MS Project to layout a 6-year funding profile
for
several on-going efforts. MS Project is used to produce a Gantt
view of all
interaction of the efforts at several locations. Additional "top
level"
information is being stored in Project along with a list of tasks.
This
additional information is tracking funding required for 2 actions
related to
each effort: R&D funding requested and operational funding
requested. Note
the funding is input directly; no resources, rates, etc. are used
to produce
the funding values.

We have used 6 custom cost fields to store R&D funding for years
1-6 (the
remaining custom cost fields are used for other program info). We
have used
6 custom number fields to store operational funding for years 1-6.
We have
customized the cost and number fields to roll-up funding in all
the columns
to all the summary levels and for a "total cost" column.

Now the last thing the customer wants is to format the custom
number fields
(containing operational funding projects) as currency/accounting
(i.e.,
dollar signs and commas). I have done this using a custom text
field for
each custom number field.

My one remaining "hole" is that the formatted custom text fields
(showing
the operational funding in $#,### format) is blank at the summary
levels. My
current dilemma is that I can display summed cost data in the
number field
with no formatting or I can display formatted operational cost
numbers with
no summing.

Suggestions (other than "use Excel"!)?

 

[JulieS]

You're most welcome and thanks for the feedback.

Julie

Hi JulieS. Your suggestion did help. For the Text fields, I had
neglected
to set the Group and summary rows to use the formula. Making that
mod
cleared up my issue.

Thanks for your help!

Hello CLS.0222,

If I understand you correctly, you are using a number field to
store
the data and then a text field to show the number field as a
formatted value? If the Number field is set to rollup then the
formatted value should just show the summary line correctly
formatted.

In quick testing:

I inserted the Number1 field into a view. No formula in the
field
but the Group and Summary Rows are set to "Sum". This allows
entries
in the subtask level and sums at the appropriate levels.

The Text1 field contains the formula:

CCur([Number1]*100)

The Group and summary rows are set to use the formula. The
summary
rows correctly show the Number1 value (sum of Number1 for
subtasks)
correctly formatted.

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

My customer is using MS Project to layout a 6-year funding
profile
for
several on-going efforts. MS Project is used to produce a
Gantt
view of all
interaction of the efforts at several locations. Additional
"top
level"
information is being stored in Project along with a list of
tasks.
This
additional information is tracking funding required for 2
actions
related to
each effort: R&D funding requested and operational funding
requested. Note
the funding is input directly; no resources, rates, etc. are
used
to produce
the funding values.

We have used 6 custom cost fields to store R&D funding for
years
1-6 (the
remaining custom cost fields are used for other program info).
We
have used
6 custom number fields to store operational funding for years
1-6.
We have
customized the cost and number fields to roll-up funding in all
the columns
to all the summary levels and for a "total cost" column.

Now the last thing the customer wants is to format the custom
number fields
(containing operational funding projects) as
currency/accounting
(i.e.,
dollar signs and commas). I have done this using a custom text
field for
each custom number field.

My one remaining "hole" is that the formatted custom text
fields
(showing
the operational funding in $#,### format) is blank at the
summary
levels. My
current dilemma is that I can display summed cost data in the
number field
with no formatting or I can display formatted operational cost
numbers with
no summing.

Suggestions (other than "use Excel"!)?