Formula help using Budget Cost

[Dan Reed]

I am trying to use "Budget Cost" in a Custom Enterprise Field formula.

A simple example would be to set it to a new Field and display it in a view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and "Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dale Howard [MVP]]

Dan --

I know this is a silly question, but does your Project Server 2007 instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget Cost
resource to the Project Summary Task (Row 1) in at least one project? Let
us know.

 

[Dan Reed]

Hi Dale,
Valid questions.
Yes we have created 7 Budget Cost Resources assigned to Task 0 in 45
projects most of them have been assigned values, and the "Budget Cost" values
are correct and display in the view, but my "Planned_Cost" custom field does
not.
Thanks
--Dan

Dan --

I know this is a silly question, but does your Project Server 2007 instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget Cost
resource to the Project Summary Task (Row 1) in at least one project? Let
us know.

I am trying to use "Budget Cost" in a Custom Enterprise Field formula.

A simple example would be to set it to a new Field and display it in a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and "Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dan Reed]

Dale one additional note.

I did get a value from the Planned_Budget custom field when I was playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed the
Budget Cost value correctly (for exampel $45,000.00 which is what the Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed

Dan --

I know this is a silly question, but does your Project Server 2007 instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget Cost
resource to the Project Summary Task (Row 1) in at least one project? Let
us know.

I am trying to use "Budget Cost" in a Custom Enterprise Field formula.

A simple example would be to set it to a new Field and display it in a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and "Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dale Howard [MVP]]

Dan --

I created a custom Project Center view that includes the Budget Cost field
and the Baseline Budget Cost field. Both of them populate the data
correctly. Why do you need to use a formula when you can simply insert the
Budget Cost field directly? Let us know and we will try to help.

Dale one additional note.

I did get a value from the Planned_Budget custom field when I was playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed the
Budget Cost value correctly (for exampel $45,000.00 which is what the
Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed

Dan --

I know this is a silly question, but does your Project Server 2007
instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget Cost
resource to the Project Summary Task (Row 1) in at least one project?
Let
us know.

I am trying to use "Budget Cost" in a Custom Enterprise Field formula.

A simple example would be to set it to a new Field and display it in a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and
"Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dan Reed]

First Dale - Thanks for you patience

Two reasons -
#1. is a Training (Culture Issue).
We are implementing Project Cost Accounting for tracking Project
Profitability.
The Audiance is Executitives and Team Leaders not Project Managers.
The Data is Revenue, Cost and Profit.
With 3 type of each Planned, Forecast, Actual.

So I have :
Planned_Revenue, Planned_Cost, Planned_Profit, etc
Where
Planned_Profit=Planned-Revenue-Planned_Cost
Forecast_Profit=Forecast_Revenue-Forecast_Cost
Actual_Profit=Actual_Revenue-Actual_Cost

#2. I can't understand why the simpliest Enterprise Formulars are not working.

For Example Actual_Profit = Actual_Revenue - Cost
Where Actual_Revenue shows up fine, Cost shows up fine, but Actual_Profit
formula is giving me an error.

Thanks again for your help.
--Dan

Dan --

I created a custom Project Center view that includes the Budget Cost field
and the Baseline Budget Cost field. Both of them populate the data
correctly. Why do you need to use a formula when you can simply insert the
Budget Cost field directly? Let us know and we will try to help.

Dale one additional note.

I did get a value from the Planned_Budget custom field when I was playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed the
Budget Cost value correctly (for exampel $45,000.00 which is what the
Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed

Dan --

I know this is a silly question, but does your Project Server 2007
instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget Cost
resource to the Project Summary Task (Row 1) in at least one project?
Let
us know.




I am trying to use "Budget Cost" in a Custom Enterprise Field formula.

A simple example would be to set it to a new Field and display it in a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and
"Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dale Howard [MVP]]

Dan --

Well, I'm not sure what you are doing wrong. I created a Planned Cost
custom project Cost field containing the formula [Budget Cost]. I published
a project on which I assigned a Budget Cost resource to the Project Summary
Task and then added the field to a Project Center view. The Budget Cost
information shows up in the Planned Cost field, as intended. What is your
level of Service Pack? The current level is SP1, Infrastructure Update, and
August 2008 cumulative update. Let us know.

First Dale - Thanks for you patience

Two reasons -
#1. is a Training (Culture Issue).
We are implementing Project Cost Accounting for tracking Project
Profitability.
The Audiance is Executitives and Team Leaders not Project Managers.
The Data is Revenue, Cost and Profit.
With 3 type of each Planned, Forecast, Actual.

So I have :
Planned_Revenue, Planned_Cost, Planned_Profit, etc
Where
Planned_Profit=Planned-Revenue-Planned_Cost
Forecast_Profit=Forecast_Revenue-Forecast_Cost
Actual_Profit=Actual_Revenue-Actual_Cost

#2. I can't understand why the simpliest Enterprise Formulars are not
working.

For Example Actual_Profit = Actual_Revenue - Cost
Where Actual_Revenue shows up fine, Cost shows up fine, but Actual_Profit
formula is giving me an error.

Thanks again for your help.
--Dan

Dan --

I created a custom Project Center view that includes the Budget Cost
field
and the Baseline Budget Cost field. Both of them populate the data
correctly. Why do you need to use a formula when you can simply insert
the
Budget Cost field directly? Let us know and we will try to help.

Dale one additional note.

I did get a value from the Planned_Budget custom field when I was
playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed the
Budget Cost value correctly (for exampel $45,000.00 which is what the
Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed



:

Dan --

I know this is a silly question, but does your Project Server 2007
instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget
Cost
resource to the Project Summary Task (Row 1) in at least one project?
Let
us know.




I am trying to use "Budget Cost" in a Custom Enterprise Field
formula.

A simple example would be to set it to a new Field and display it in
a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and
"Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dan Reed]

Well, It looks like it is was some sort of server issue.

I ask IT to look at the Service Pack and I dont think we have ever updated
it in 2 years. They rebooted the server and things are behaving better. I
will let you know more once they get the Upgrades completed.

Thanks
--Dan

Dan --

Well, I'm not sure what you are doing wrong. I created a Planned Cost
custom project Cost field containing the formula [Budget Cost]. I published
a project on which I assigned a Budget Cost resource to the Project Summary
Task and then added the field to a Project Center view. The Budget Cost
information shows up in the Planned Cost field, as intended. What is your
level of Service Pack? The current level is SP1, Infrastructure Update, and
August 2008 cumulative update. Let us know.

First Dale - Thanks for you patience

Two reasons -
#1. is a Training (Culture Issue).
We are implementing Project Cost Accounting for tracking Project
Profitability.
The Audiance is Executitives and Team Leaders not Project Managers.
The Data is Revenue, Cost and Profit.
With 3 type of each Planned, Forecast, Actual.

So I have :
Planned_Revenue, Planned_Cost, Planned_Profit, etc
Where
Planned_Profit=Planned-Revenue-Planned_Cost
Forecast_Profit=Forecast_Revenue-Forecast_Cost
Actual_Profit=Actual_Revenue-Actual_Cost

#2. I can't understand why the simpliest Enterprise Formulars are not
working.

For Example Actual_Profit = Actual_Revenue - Cost
Where Actual_Revenue shows up fine, Cost shows up fine, but Actual_Profit
formula is giving me an error.

Thanks again for your help.
--Dan

Dan --

I created a custom Project Center view that includes the Budget Cost
field
and the Baseline Budget Cost field. Both of them populate the data
correctly. Why do you need to use a formula when you can simply insert
the
Budget Cost field directly? Let us know and we will try to help.




Dale one additional note.

I did get a value from the Planned_Budget custom field when I was
playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed the
Budget Cost value correctly (for exampel $45,000.00 which is what the
Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed



:

Dan --

I know this is a silly question, but does your Project Server 2007
instance
include at least one Budget Cost resource? And if so, did you add the
Budget Cost resource to your project team and then assign the Budget
Cost
resource to the Project Summary Task (Row 1) in at least one project?
Let
us know.




I am trying to use "Budget Cost" in a Custom Enterprise Field
formula.

A simple example would be to set it to a new Field and display it in
a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and
"Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for "Planned_Cost".
What am I missing?
Thanks
-Dan

 

[Dale Howard [MVP]]

Dan --

It is likely your situation is a pre-SP1 issue, so installing all the latest
updates might certainly help. Let us know.

Well, It looks like it is was some sort of server issue.

I ask IT to look at the Service Pack and I dont think we have ever updated
it in 2 years. They rebooted the server and things are behaving better. I
will let you know more once they get the Upgrades completed.

Thanks
--Dan

Dan --

Well, I'm not sure what you are doing wrong. I created a Planned Cost
custom project Cost field containing the formula [Budget Cost]. I
published
a project on which I assigned a Budget Cost resource to the Project
Summary
Task and then added the field to a Project Center view. The Budget Cost
information shows up in the Planned Cost field, as intended. What is
your
level of Service Pack? The current level is SP1, Infrastructure Update,
and
August 2008 cumulative update. Let us know.

First Dale - Thanks for you patience

Two reasons -
#1. is a Training (Culture Issue).
We are implementing Project Cost Accounting for tracking Project
Profitability.
The Audiance is Executitives and Team Leaders not Project Managers.
The Data is Revenue, Cost and Profit.
With 3 type of each Planned, Forecast, Actual.

So I have :
Planned_Revenue, Planned_Cost, Planned_Profit, etc
Where
Planned_Profit=Planned-Revenue-Planned_Cost
Forecast_Profit=Forecast_Revenue-Forecast_Cost
Actual_Profit=Actual_Revenue-Actual_Cost

#2. I can't understand why the simpliest Enterprise Formulars are not
working.

For Example Actual_Profit = Actual_Revenue - Cost
Where Actual_Revenue shows up fine, Cost shows up fine, but
Actual_Profit
formula is giving me an error.

Thanks again for your help.
--Dan




:

Dan --

I created a custom Project Center view that includes the Budget Cost
field
and the Baseline Budget Cost field. Both of them populate the data
correctly. Why do you need to use a formula when you can simply
insert
the
Budget Cost field directly? Let us know and we will try to help.




Dale one additional note.

I did get a value from the Planned_Budget custom field when I was
playing
with a iif function earlier, but it did not make any sence to me.

When I set Planned_Budget = iif([Budget Cost]>0, 1, 2) it displayed
the
Budget Cost value correctly (for exampel $45,000.00 which is what
the
Budget
Cost value is. But, I expected it would display "1' or "2".
---Confussed



:

Dan --

I know this is a silly question, but does your Project Server 2007
instance
include at least one Budget Cost resource? And if so, did you add
the
Budget Cost resource to your project team and then assign the
Budget
Cost
resource to the Project Summary Task (Row 1) in at least one
project?
Let
us know.




I am trying to use "Budget Cost" in a Custom Enterprise Field
formula.

A simple example would be to set it to a new Field and display it
in
a
view.

Create a custom field where Planned_Cost=[Budget Cost]
Create a Project Center View displaying "Budget Cost" and
"Planned_Cost".
Open a Project, press F9, save and Publish.
"Budget Cost" shows up in the view but nothing for
"Planned_Cost".
What am I missing?
Thanks
-Dan