Forum Discussion
Expense Tracking
I have several projects that are running concurrently. Some are completely capital expenses and some that are completely not. Is there a way to dictate a whole project is a capital expense and another that is not? I am working mostly through MS Projects Desktop and I am using Power Bi for reporting purposes.
2 Replies
David --
If you are using Microsoft Project with Project Online or Project Server, your app admin could create a custom enterprise Project field with a lookup table that contains the values CAPEX and OPEX. Then a value from that field could be specified for each project. That would allow the expenditures to be separated accordingly in a Power BI report. If you are using Microsoft Project desktop only, first of all, how are you creating reports in Power BI, since the Power BI app does not connect to the Microsoft Project desktop app? Anyway, if you are using the Microsoft Project desktop application only, you could create a custom task Text field with a lookup table containing the CAPEX and OPEX values, and then specify a value from this field for every task. Just a thought. Hope this helps.
Thanks, Dale. I'm using desktop Projects that feeds to online and Power BI is getting its data from there. I'll give it a try.
