Re: Tasks span month ends, need costs for one month
- From: John <mjensen@xxxxxxxxxxxx>
- Date: Tue, 20 Dec 2005 08:59:31 -0700
In article <690FA0D1-2ECB-48A7-A424-70C826843CA2@xxxxxxxxxxxxx>,
"Chris V" <ChrisV@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote:
> > Chris,
> > I think we have a communication problem. First, what exactly do you
> > want? I though you wanted cost by month - either of the Usage views will
> > give you that depending on whether you want it by resource or by task.
> > Second, what do you mean by "closed" task? Third, what are you trying to
> > filter?
> >
> > With a little better understanding of your end goal, we can probably
> > come up with a solution.
> >
> > John
> > Project MVP
> >
>
> John,
>
> Iâ??ll start by clarifying â??closedâ??. Closed is the marked field, I have
> changed this column name to Closed. When Closed is Yes, this indicates
> contracts that have been accepted by the client and us therefore are a 100%
> go. This is what I am trying to filter on, only tasks that have a Yes value
> in the marked field.
>
> Is this the best way to handle this concept? Is this a proper use of the
> marked field?
>
> The final result I want is the task costs for work spilt by month where the
> marked field (Closed) is Yes. I want the rollup to show the total for only
> the filtered tasks, this is not happening
>
> Currently the rollup total cost shows all tasks, including those where
> Closed is No, even though these tasks do not appear in the filtered view.
> After manually adding the costs of the tasks in the filtered Usage view I get
> the correct value but the rollup total at the top (for the month) shows a
> larger value because it is including the Closed = No tasks.
>
> There are two tasks that have been identified as the difference between the
> rollup cost for the month and a manual total of the tasks that are listed in
> the filtered view. These tasks are marked No, do not appear in the task list
> of the filtered Usage view but are included in the rollup cost for the month.
>
> Put simply, the rollup totals are not respecting the filter even though the
> â??sub-tasksâ?? are.
>
> I hope Iâ??ve been clear and used the correct terms. Thank you for your time
> and help with this matter!
>
> Chris.
Chris,
Wow! what a difference a few words of clarification make with regard to
understanding the problem.
Using the Marked field is fine but you could also use one of several
other spare fields (e.g. FlagX). One unique thing about the Marked field
is that it can be used for special formatting (e.g. font color) for a
number of tasks - spare flag field can't do that.
Ok, here's a process you can use to display what you want.
1. In the Task Usage view, go to Project/Group by/Customize Group By.
2. Set the group criteria for the Marked field. (Note: you can save this
group for future use by hitting the "Save" button before hitting "OK" in
the Custom Group By window.)
3. Set up a filter for the Marked field.
4. When the filter and group are applied together, you should have the
monthly rollup you need.
Hope this helps.
John
Project MVP
3.
.
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