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jshirst97's avatar
jshirst97
Copper Contributor
Oct 03, 2023

Exporting a 'vertical cashflow'

I have fixed costs spread out over different different months. 
I can export a list of the total fixed linked to resource and task, but is there a way of exporting a list of each of the individual payments (linked to task name and different categories)

 

Many thanks! 

 

  • jshirst97 --

    I tried creating a custom Visual Report for Microsoft Excel using Task Usage information. I was able to meet all of your requirements except for resources, which are not included in the Task Usage data. Therefore, I would surmise that you would probably need to use a combination of Microsoft Project and Microsoft Excel VBA to crank out the exact data you want to see. Just a thought. Hope this helps.
  • Bill_Chatterton's avatar
    Bill_Chatterton
    Copper Contributor
    my first thought is to create a custom report with those categories, then export that or create a pdf from the report

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