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How to generate monthly cost breakdown based on the schedule RRS feed

  • Question

  • Project 2010:

    I have a project being worked on by two companies. I would like to generate some sort of report that shows a monthly (present and future) cost breakdown for both companies based on the schedule.

    Can someone give me some ideas on how to do this?

    Thanks

    Thursday, August 30, 2012 8:03 PM

Answers

  • 1) Populate the Group field in the Resource Sheet with the two companies.
    2) Copy the Resource Usage view.
    3) Add the Cost fields to the right part (right click, details, etc.)
    4) Group the resources in the table by the Resource Group field
    5) Zoom out till you have a monthly granularity.
     
     

    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky
    • Marked as answer by pd1 Friday, August 31, 2012 3:36 PM
    Friday, August 31, 2012 2:13 AM
    Moderator

All replies

  • 1) Populate the Group field in the Resource Sheet with the two companies.
    2) Copy the Resource Usage view.
    3) Add the Cost fields to the right part (right click, details, etc.)
    4) Group the resources in the table by the Resource Group field
    5) Zoom out till you have a monthly granularity.
     
     

    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky
    • Marked as answer by pd1 Friday, August 31, 2012 3:36 PM
    Friday, August 31, 2012 2:13 AM
    Moderator
  • Andrew,

    I followed your directions (as close as possible, I think) but what I am getting is a roll up total per resources as oppose to per company.....any ideas.

    Thanks

    Friday, August 31, 2012 1:10 PM
  • Under View tab, Group by: Resource Group in Data solved my problem.

    Thanks

    Friday, August 31, 2012 3:36 PM