Summary of Costs based on Cost Rate Tables applied

[Steve Scott]

Can anyone advise me on how to get Project eg in Task or Resource Usage view
to total up Cost Rates eg I need a project total of Rate A assignments and
Rate B assignments. When I have the Project Summary task showing and I
filter on eg Rate A or B the Project Cost Total is still the grand total ie
it doesnt filter to the sum of the As or Bs.

Thanks in advance.

 

[Mike Glen]

Hi Steve,

This sounds like a candidate for vba code. Try posting on the
microsoft.public.developer.server newsgroup (forum). Please see FAQ Item:
24. Project Newsgroups. FAQs, companion products and other useful Project
information can be seen at this web address:
http://project.mvps.org/faqs.htm

Mike Glen
Project MVP

 

[JulieS]

Hi Scott,

Instead of filtering try grouping. The Cost Rate Table field is not
available in the list of fields to group by, but you can insert a
text field and copy/paste the information from the Cost Rate Table
field into the text field.

When you create the group, make sure you choose to group the
Assignment Text field instead of the Task (Task Usage view) or
Resource (Resource Usage view). In order to select the assignment
as field type, you'll need to check the option "Group assignments
not tasks". I was able to get what I think you need by the
following group definition:

Group By
Field Name: ID
Field Type: Task
Order: Ascending

Then By
Field Name: Text1
Field Type: Assignment
Order: Ascending

This will show each task and then a group for each cost rate table.

If this doesn't work, then it may be time to pursue the VBA method
as Mike suggests.

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

 

[Steve Scott]

Hi Julie, this did work fine and it is my preference over using VBA code.
Out of interest, is there any fundamental reason why Project doesnt allow
Cost Rate costs to be summed up or is it just something that has never been
made a fetaure? My Client loves being able to allocate different rates but
can't understand why they then cannot be reported on...

rgds

Steve

 

[JulieS]

Hi Steve,

(Sorry for calling you Scott earlier). I'm glad you found this
approach worked for your needs and thanks for the feedback.

To you question of reason why -- sorry, I don't know. The Project
world is divided between two camps, tasks and resources and when
combined you get assignments. There are very few fields which make
the jump from tasks to resources or resources to tasks, and as far
as I know, none that make the complete circuit from tasks to
assignments to resources or back.

Even the work around of copying Cost Rate tables is a "perfect" fix
because you need to remember to re-copy the rate table info over if
you change data. But if it works for you -- so much the better.

Julie