Forum Discussion
Specifying a budget
- Aug 13, 2023
I can only see a couple of options.
The first involves a manual calculation of Budget Work minus Cumulative Work for a 3 month time span. Reset the budget each quarter and run the calculation.
The second option requires VBA to essentially do the calculation and dump the result in a custom field at project level.
I only use the desktop version of Project so perhaps there are more ideas with enterprise versions. Maybe someone else will jump in with their suggestions.
John
John-project Thanks John for your reply.
I tried a slightly different approach. In Task Usage, I set the budget for each quarter manually. (I have done this for just 3 quarters for the time being but if the project extends, I will have to set it for subsequent quarters manually too!)
But I achieved what I wanted. I can see the Budget Cost and Cost for each quarter.
I wish though that I could see BalanceBudget (a custom field) = [BudgetCost]-[Cost] too in task usage. Have to figure out how to do that!
- John-projectAug 12, 2023Silver Contributor
You can use a custom field formula for budget cost minus cost but it will only apply at the Project Summary task level.
Does that not work for you? If not, what exactly do you want?
John
- LakshmisvAug 13, 2023Copper ContributorThanks for your reply John. What I need is text1 for each quarter. How can that be displayed?
- John-projectAug 13, 2023Silver Contributor