Project Server cost calculation

Hi All,
We are using project server 2013. I have two fields 'vendor cost' and 'payment status' at task level. I need to sum all the vendor cost where the payment status is paid and display in a custom field at project level. How to achieve this.
Thanks in advance, Taj

Hi,
you need two additional fields, one on task level and one on project level:
"IIf([Payment Status] = "paid", [Vendor Cost], 0)" as formula on task level with type "Cost", with setting "Rollup - Sum" for "Calculation for Summary Rows ". I called it "Paid Vendor Cost Task".
A cost field ("Paid Vendor Cost" in my sample) on project level with formula [Paid Vendor Cost Task].
It will give you the result.
Does that work?
Regards
Barbara
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    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Security.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Security/CheckUserGlobalPermission' MessageId:
    'urn:uuid:7787e7fe-44b3-4bb0-9a16-452ac7f8f62b'    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.38    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.38    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=1.32977794663847    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.39    w3wp.exe (0x16A4)    0x1E34    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/PWA.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.IPWA' Action: 'http://schemas.microsoft.com/office/project/server/webservices/PWA/ResourceReadUserSummariesAll' MessageId: 'urn:uuid:844ec823-8987-42b2-bd60-e9d33e17ba89'  
     9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.40    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/PWA.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/PWA/ResourceReadUserSummariesAll' MessageId: 'urn:uuid:844ec823-8987-42b2-bd60-e9d33e17ba89'  
     9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.40    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.41    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=10.0093726996029    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:43.70    w3wp.exe (0x16A4)    0x1E34    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (Request (GET:https://sharepoint.company.com:443/pwa/_layouts/pwa/Admin/ManageUsers.aspx)). Execution Time=510.331620359571    9e5ce790-3f37-48c3-a1a4-fff4e338d5b4
    07/10/2014 08:14:44.13    w3wp.exe (0x1558)    0x15F4    Excel Services Application    Excel Calculation Services    8jg2    Medium    ResourceManager.PerformCleanup:
    Memory Manager: CurrentSize=528744448.    53fed7f1-cb9f-3737-0000-000050f7b00c
    07/10/2014 08:14:46.23    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (Request (GET:https://sharepoint.company.com:443/pwa/_layouts/PWA/Admin/AddModifyUser.aspx?returnLocation=0))    
    07/10/2014 08:14:46.23    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Logging Correlation Data    xmnv    Medium    Name=Request
    (GET:https://sharepoint.company.com:443/pwa/_layouts/PWA/Admin/AddModifyUser.aspx?returnLocation=0)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.28    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Logging Correlation Data    xmnv    Medium    Site=/pwa  
     8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.31    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/PWA.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.IPWA' Action: 'http://schemas.microsoft.com/office/project/server/webservices/PWA/SecurityCheckUserPagePermission' MessageId: 'urn:uuid:0b0c9348-49aa-40fc-b5b8-409be0fb64ab'  
     8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.32    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/PWA.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/PWA/SecurityCheckUserPagePermission' MessageId:
    'urn:uuid:0b0c9348-49aa-40fc-b5b8-409be0fb64ab'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.32    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.32    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=1.83626689984342    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.33    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Security.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.ISecurity' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Security/CheckUserGlobalPermission' MessageId:
    'urn:uuid:610e3e65-f190-4f09-9bd7-bdedc0294f06'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.33    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Security.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Security/CheckUserGlobalPermission' MessageId:
    'urn:uuid:610e3e65-f190-4f09-9bd7-bdedc0294f06'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.33    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.33    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=1.20350491473078    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.52    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Project.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.IProject' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Project/ReadServerListSeparator' MessageId: 'urn:uuid:79fd41f4-b21a-4c0e-b8ff-022a634722ea'  
     8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.71    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Project.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Project/ReadServerListSeparator' MessageId:
    'urn:uuid:79fd41f4-b21a-4c0e-b8ff-022a634722ea'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.71    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.71    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=2.86349242711015    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.71    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Monitoring    b4ly    High    Leaving Monitored Scope
    (ExecuteWcfOperation:http://schemas.microsoft.com/office/project/server/webservices/Project/ReadServerListSeparator). Execution Time=192.754107016395    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.86    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Admin.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.IAdmin' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Admin/GetServerCurrency' MessageId: 'urn:uuid:05bc1abb-b84f-4624-a8c8-97ff5fec5128'  
     8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.86    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/Admin.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/Admin/GetServerCurrency' MessageId: 'urn:uuid:05bc1abb-b84f-4624-a8c8-97ff5fec5128'  
     8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.86    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:46.87    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=2.57434953325073    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:48.27    w3wp.exe (0x1558)    0x1A14    Excel Services Application    Excel Calculation Services    8jg2    Medium    ResourceManager.PerformCleanup:
    Disk Manager: CurrentSize=170852.    11c5f189-cb9f-3737-0000-000050f7b00c
    07/10/2014 08:14:48.58    w3wp.exe (0x16A4)    0x0A8C    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/3134a6073a474d49a4f6c790255e5237/MetadataWebService.svc' Channel: 'Microsoft.SharePoint.Taxonomy.IMetadataWebServiceApplication' Action: 'http://schemas.microsoft.com/sharepoint/taxonomy/soap/IDataAccessReadOnly/GetChanges' MessageId:
    'urn:uuid:974be790-09cc-4c85-ba78-002750c5e866'    
    07/10/2014 08:14:48.58    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/3134a6073a474d49a4f6c790255e5237/MetadataWebService.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/sharepoint/taxonomy/soap/IDataAccessReadOnly/GetChanges' MessageId: 'urn:uuid:974be790-09cc-4c85-ba78-002750c5e866'  
     3494407d-8a15-4988-9a00-e82b6bd1c016
    07/10/2014 08:14:48.58    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    3494407d-8a15-4988-9a00-e82b6bd1c016
    07/10/2014 08:14:48.58    w3wp.exe (0x1558)    0x2094    SharePoint Server    Taxonomy    fuc5    Medium    MetadataWebServiceApplication.GetChanges
    called on 'Managed Metadata Service' starting.    3494407d-8a15-4988-9a00-e82b6bd1c016
    07/10/2014 08:14:48.58    w3wp.exe (0x1558)    0x2094    SharePoint Server    Taxonomy    fuc6    Medium    MetadataWebServiceApplication.GetChanges
    called on 'Managed Metadata Service' completed.    3494407d-8a15-4988-9a00-e82b6bd1c016
    07/10/2014 08:14:48.58    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=1.98935898277574    3494407d-8a15-4988-9a00-e82b6bd1c016
    07/10/2014 08:14:49.14    w3wp.exe (0x1558)    0x15F4    Excel Services Application    Excel Calculation Services    8jg2    Medium    ResourceManager.PerformCleanup:
    Memory Manager: CurrentSize=529596416.    53fed7f1-cb9f-3737-0000-000050f7b00c
    07/10/2014 08:14:49.19    w3wp.exe (0x0A64)    0x08B0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest:
    RemoteAddress: 'http://spserver:32843/3134a6073a474d49a4f6c790255e5237/MetadataWebService.svc' Channel: 'Microsoft.SharePoint.Taxonomy.IMetadataWebServiceApplication' Action: 'http://schemas.microsoft.com/sharepoint/taxonomy/soap/IDataAccessReadOnly/GetChanges'
    MessageId: 'urn:uuid:08359816-04b3-4d2c-b5ac-486aa21dbd2b'    
    07/10/2014 08:14:49.20    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/3134a6073a474d49a4f6c790255e5237/MetadataWebService.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/sharepoint/taxonomy/soap/IDataAccessReadOnly/GetChanges' MessageId: 'urn:uuid:08359816-04b3-4d2c-b5ac-486aa21dbd2b'  
     8afd4f08-409a-4728-bdee-140f948f7ae3
    07/10/2014 08:14:49.20    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8afd4f08-409a-4728-bdee-140f948f7ae3
    07/10/2014 08:14:49.20    w3wp.exe (0x1558)    0x2094    SharePoint Server    Taxonomy    fuc5    Medium    MetadataWebServiceApplication.GetChanges
    called on 'Managed Metadata Service' starting.    8afd4f08-409a-4728-bdee-140f948f7ae3
    07/10/2014 08:14:49.20    w3wp.exe (0x1558)    0x2094    SharePoint Server    Taxonomy    fuc6    Medium    MetadataWebServiceApplication.GetChanges
    called on 'Managed Metadata Service' completed.    8afd4f08-409a-4728-bdee-140f948f7ae3
    07/10/2014 08:14:49.20    w3wp.exe (0x1558)    0x2094    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=1.07806997816762    8afd4f08-409a-4728-bdee-140f948f7ae3
    07/10/2014 08:14:50.89    OWSTIMER.EXE (0x1734)    0x0580    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (Timer Job Search Health Monitoring - Trace Events)    c9d438fc-b6a3-499f-9709-8566b62cb5e0
    07/10/2014 08:14:50.89    OWSTIMER.EXE (0x1734)    0x0580    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (Timer Job Search Health Monitoring - Trace Events). Execution Time=4.99169587196138    c9d438fc-b6a3-499f-9709-8566b62cb5e0
    07/10/2014 08:14:51.10    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/CustomFields.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.ICustomFields' Action: 'http://schemas.microsoft.com/office/project/server/webservices/CustomFields/ReadCustomFieldsByEntity'
    MessageId: 'urn:uuid:4de9e73a-ad47-4bab-891e-bd52c7d1446b'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.22    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/CustomFields.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/CustomFields/ReadCustomFieldsByEntity'
    MessageId: 'urn:uuid:4de9e73a-ad47-4bab-891e-bd52c7d1446b'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.22    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.22    w3wp.exe (0x1830)    0x0984    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=3.70745443904183    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.23    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Monitoring    b4ly    High    Leaving Monitored Scope
    (ExecuteWcfOperation:http://schemas.microsoft.com/office/project/server/webservices/CustomFields/ReadCustomFieldsByEntity). Execution Time=120.598847060171    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.32    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Topology    e5mc    Medium    WcfSendRequest: RemoteAddress:
    'http://spserver:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/LookupTable.svc' Channel: 'Microsoft.Office.Project.Server.Interfaces.ILookupTable' Action: 'http://schemas.microsoft.com/office/project/server/webservices/LookupTable/ReadLookupTablesByUids' MessageId:
    'urn:uuid:b196f29b-6c62-48a4-921d-90bf91d78653'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.43    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Topology    e5mb    Medium    WcfReceiveRequest: LocalAddress:
    'http://spserver.company.com:32843/ca7243dbfa1e40e189c28ca8f4e1dbad/PSI/LookupTable.svc' Channel: 'System.ServiceModel.Channels.ServiceChannel' Action: 'http://schemas.microsoft.com/office/project/server/webservices/LookupTable/ReadLookupTablesByUids' MessageId:
    'urn:uuid:b196f29b-6c62-48a4-921d-90bf91d78653'    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.43    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    nasq    Medium    Entering monitored
    scope (ExecuteWcfServerOperation)    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.44    w3wp.exe (0x1830)    0x18F8    SharePoint Foundation    Monitoring    b4ly    Medium    Leaving Monitored
    Scope (ExecuteWcfServerOperation). Execution Time=17.8209800407594    8ddb50f2-6ae7-4a68-a2a4-6bbddb67ac26
    07/10/2014 08:14:51.44    w3wp.exe (0x16A4)    0x21E0    SharePoint Foundation    Monitoring    b4ly    High    Leaving Monitored Scope
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  • Project Actual Cost Line Items (CJI3) - Need Invement Profile Key also

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    Thanks in advance for your help.
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    Hello Sreekanth
    Thanks for your input. Yes it is working now after posting cost under same CE as what I have maintained in Base of costing sheet on required WBS..
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  • Is it possible to create a formula that converts a resource hours into full time units in project server 2010

    Hi
    Is it possible to create a formula that converts a resource available hours into full time equivalent units in project server 2010? Say a resource has 160 available hours for any given month this will translate into 1 FTE for this month. If it is 80 hours
    for that month then it will be 0.5 FTE and so on and so forth.
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    Maurizio,
    It's a bit late, but there are two OLAP cubes that can provide you with this information in a pivot table in Project Server 2010.
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    I prefer the portfolio version since it contains project/assignment data and resource data, letting you see just  how resources are being utilized.
    One thing I have not been able to get around is getting ""Maximum Units" for a resource factored into the measure. A common practice is to allocate more that "100%" to generic resources to represent teams for planning purposes. The OLAP measures will show
    only 0.0 to 1.0 FTE for any resource, even if a resource represents more than one body.
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  • Project Server 2013 for Resource Planning & Project Portfolio Management

    We are looking to  use project server 2013 for resource and project portfolio management.  We are an IT department of approximately 600 growing to 1,000 within the next several years.
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    I would be grateful to have both comments on experience , both positive and negative.
    Thank You

    Many teams within organizations are turning to Project Server to help them control resources, deliverables and costs better.    It does resource management very well with work & cost resources, baseline costs, material costs, budget costs and
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    4) Don't start customizing right out of the box.  You will get frustrated.  Adjust your organization to the tool early on.  I know that is easier said than done but you need a realistic approach to get tool acceptance moving early.  
    5) Use workflows but don't use them right out of the gate.  Workflows are great but I suggest you wait until phase 2 or 3 to start aligning them to your business processes.  
    6) Lastly and most importantly, you must first establish your own business processes THEN  align them to the tool.  DO NOT assume the tool will create business process for you.  You must think about how you are going to initiate a project,
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    Good luck.

  • What Project Server 2010 and 2013 make possible in terms of timesheeting, "freezing" timesheets and expenses.

    We have recently gone live on a Timesheeting system based on Project Server 2007.
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    But first you would need to know our requirements and what we did in 2007 ...
    We needed the GUI of My Timesheets and the Admin tasks but approvals based on what project/task it was. Ie PM approval not line management approval.
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    2 - is a headache for us. There is no mechanism to stop a user from trying to update frozen records. We currently have to just ignore the updates
    We also wanted expenses - but that wasn't possible in 2007.
    The new "Single Entry" mode looks like it will make life easier for the users.
    But:
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    Is there any concept of freezing the approved data?
    The new Timesheet user-defined fields. Could these be used to add an expense amount and comment?
    I now know my way around the 2007 Reporting Database (at least parts of it) - but haven't found documentation to tell me what changed at the level need to answer the questions above.
    Thank you
    MikeCro
    MikeCro

    One of my colleagues pointed me to the MSFT paper "Managing timesheets in Microsoft Office Project Server 2007"
    It tells me that there is a field called "Processed" in the timesheet tables in 2007.
    It also says "This block is designed to indicate when a timesheet has been transferred to a third-party system. 
    Customers may also use this field to block the timesheet from being recalled." - which feels like MSFT are trying to give the hooks I need. This could enable me to close off changes - at least at timesheet level if not timesheet line level.
    But which field is it in which database table?
    I also notice that there is a tantalising comment for one value of the enumeration TimesheetEnum.Status in EPM 2013:
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    This sounds very like it would support what we want: each of the lines in a timesheet week to be approved by the different approvers and then lock the timesheet.  (Even better would be to lock a row after PM has approved and a weekly processing
    day reached)
    Can anyone point me to this level of detail of what is in project Server 2013. or is this in 2010 as well.
    MikeCro
    MikeCro

  • Updating custom fields in project server 2010/2013 using psi

    Hi,
    I have two custom fields . Lets call them A and B.
    A has some content. Now i want B to have the same content as A . B is a formula custom field wher b=[A] .
    now b is empty data and A has data.
    how do i get column in B be populated.
    i tried manual publish. IT worked but i have several projects.so iam looking for a script to do bulk publish so that data in B can be populated with data in A
    a) i checked out project (CheckOutProject)
    b) published project (QueuePublish())
    c) checked in project (QueueCheckInProject())
    however i donot get the value of A reflected in B using. Am i doing something wrong?
    Pls help.Any pointers towards a script would behighly appreciated.
    i am using project server 2010
    Thanks
    Su

    Hello,
    You probably want to use Project Pro to do the publish so the calculation happens and updates field B. For bulk publish using project pro use VBA to automate project pro to open each project then do save and publish etc.
    Paul
    Paul Mather | Twitter |
    http://pwmather.wordpress.com | CPS |
    MVP | Downloads

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