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KyleKWX's avatar
KyleKWX
Copper Contributor
Feb 14, 2024

Configuring Primary Cost Constraints to Develop Portfolio Analysis

I'm a new user to MS Project but have used other PMP tools. I'm trying to get initial configuration of the tool up for my new company, but have struggled with developing a portfolio analyses due to no available options in the "Analysis Primary Cost Constraint" field in the portfolio setup. I've tried to apply project costs in as many ways as I thought could be possible but still nothing. I'm using a P5 license, have tried developing custom cost fields and applying them to projects. I'm sure there is something obvious I'm missing. Any ideas would be greatly appreciated. Thank you!

  • Hi,
    If you wish to use a custom field the field must be an enterprise custom field on the project level and of type cost
  • malshayeb's avatar
    malshayeb
    Brass Contributor
    Hi,
    If you wish to use a custom field the field must be an enterprise custom field on the project level and of type cost
    • KyleKWX's avatar
      KyleKWX
      Copper Contributor

      malshayeb Thank you! I was tying the custom field to the task and resource entities, not project. One final follow up question. I've applied that custom field into a few test projects to see what I get and although the custom cost field has data applied, I'm not seeing that project cost when running the portfolio analysis.

       

      • KyleKWX's avatar
        KyleKWX
        Copper Contributor
        Ugh... realized you just key the cost detail directly into the portfolio analysis. Really thought the project task and resource allotment at the project level would drive this.
  • Madisson2735's avatar
    Madisson2735
    Copper Contributor
    Configuring primary cost constraints in portfolio analysis involves identifying and setting limits on key budgetary factors to ensure optimal resource allocation across projects. This process helps prioritize investments, manage risks, and maximize returns by aligning financial constraints with strategic objectives. Effective configuration of cost constraints enables more informed decision-making and enhances overall portfolio performance. Go Here:-https://remoteestimation.us/service/drywall-takeoff-and-estimating-service/

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