Website Upgrade Incoming - we're working on a new look (and speed!) standby while we deliver the project

Tips on using this forum..

(1) Explain your problem, don't simply post "This isn't working". What were you doing when you faced the problem? What have you tried to resolve - did you look for a solution using "Search" ? Has it happened just once or several times?

(2) It's also good to get feedback when a solution is found, return to the original post to explain how it was resolved so that more people can also use the results.

Activity Usage Spreadsheet with financial periods

1 reply [Last post]
Gema Arenas
User offline. Last seen 8 years 8 weeks ago. Offline
Joined: 12 Oct 2016
Posts: 6
Groups: None

Hello,

I am trying to get an accurate cost spread for my project.

We do not use resources only expenses and we have specific financial periods which I have set up in the admin tab.

However, when I show the activity usage spreadsheet on my layout, the costs are not allocated to the correct month, i.e. if my financial period runs from 24th Sept to 21st October, even though the activity finishes on the 23rd, the cost is still showing in October instead of September.

Any help/directions would be much appreciated.

Thanks!

Replies

Zoltan Palffy
User offline. Last seen 28 weeks 3 days ago. Offline
Joined: 13 Jul 2009
Posts: 3089
Groups: None

create one resource call it lumpsum select all activities then right click and select assign then select resource then select the lumpsum resource that you just created. Now create a UDf (user defined field) let's call it UDFC and for the type of udf make it costs. Now run a global change and make the statement

where

original duration is not equal to 0

then 

UDFC  = Budgeted Expense Cost

 

now run a second global change in the global change up top make sure that under select subject area that you change this to Activity Resource Assignment.

where 

resource id is not equal to (blank)

then

Budgeted Costs = UDFC