From: CamJam on

I really appreciate the help. I like both ways that you all have
suggested. I'm actually using both WBS and Customized Fields. I guess
the problem I'm having is how to determine the total cost on the project
based on % complete for that particular item, in this example Grade. I
guess I can't view that on the Gantt I just have to do it via a report?
If it's via a report how do I do this?

Thank you both,
Cameron


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From: Andrew Lavinsky on
If I follow you correctly, you could track Actual Cost for each task, which
will be a % of the overall task cost. When you group by Grade, it should
sum up the field - so you can subtotal for each grouped element.

That's what grouping is for - subtotals.


- Andrew Lavinsky
Blog: http://blogs.catapultsystems.com/epm

> I really appreciate the help. I like both ways that you all have
> suggested. I'm actually using both WBS and Customized Fields. I guess
> the problem I'm having is how to determine the total cost on the
> project based on % complete for that particular item, in this example
> Grade. I guess I can't view that on the Gantt I just have to do it via
> a report? If it's via a report how do I do this?
>
> Thank you both,
> Cameron
> http://forums.techarena.in
>


From: CamJam on

Just lost my post!

Recap.

Preface: Thank you for your replies.

I'm having problems generating reports based on my WBS.

Example, let's say my tasks are as follows (WBS in parenthesis):

Section 1 (1)
Clearing (1.1)
Grade (1.2)
Install Pipe (1.3)

Section 2 (2)
Clearing (2.1)
Grade (2.2)
Install Pipe (2.3)

Section 3 (3)
Clearing (3.1)
Grade (3.2)
Install Pipe (3.3)

Is there anyway to do a report using WBS instead of task names, that
way I can get a total actual cost or % complete for Clearing,Grade, Or
Install on the whole project.

Is Visio the option (I don't have it but I hear you can do reports
using WBS)?

In addition let's say their are subtasks for these. Can I generate a
report only using X.X instead of WBS X.X.X?

I've tried custom reporting but am not seeing a selection for WBS in
lieu of task names I just see where I can sort via WBS.

Thank you,
Cam


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From: Rob Schneider on
The way I would do it is as Andrew suggested previously ... use Groups.
Add a custom text field called "Phase" and for each task assign it to
Clearing, Grading, or Installing. Then group by that field (Menu:
Project: Group By, More groups, New, and make it group by the new custom
text field. Project will rollup sumary totals and % complete and all
that for you.

I'm not sure what you mean by the second question, but perhaps if you
mess around a little bit with grouping you'll find a way to meet your needs.

--rms

www.rmschneider.com




On 20/01/10 16:04, CamJam wrote:
> Just lost my post!
>
> Recap.
>
> Preface: Thank you for your replies.
>
> I'm having problems generating reports based on my WBS.
>
> Example, let's say my tasks are as follows (WBS in parenthesis):
>
> Section 1 (1)
> Clearing (1.1)
> Grade (1.2)
> Install Pipe (1.3)
>
> Section 2 (2)
> Clearing (2.1)
> Grade (2.2)
> Install Pipe (2.3)
>
> Section 3 (3)
> Clearing (3.1)
> Grade (3.2)
> Install Pipe (3.3)
>
> Is there anyway to do a report using WBS instead of task names, that
> way I can get a total actual cost or % complete for Clearing,Grade, Or
> Install on the whole project.
>
> Is Visio the option (I don't have it but I hear you can do reports
> using WBS)?
>
> In addition let's say their are subtasks for these. Can I generate a
> report only using X.X instead of WBS X.X.X?
>
> I've tried custom reporting but am not seeing a selection for WBS in
> lieu of task names I just see where I can sort via WBS.
>
> Thank you,
> Cam
>
>