Configuring Primary Cost Constraints to Develop Portfolio Analysis

[KyleKWX]

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!

[#2 · Accepted solution]

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

[#3]

@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.

[#4]

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.

[#5]

you can, but you need to have the proper setup, i think this guide would be helpful https://learn.microsoft.com/en-us/projectonline/portfolio-analysis-overview