Are you using the new Financial Planning features? This would be the best route to do this, but you need to talk to your CSM or Account Executive in order to enable this functionality.
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Followcost per month for tasks that fall in more than 1 month
Hi,
I am currently putting together a few reports on our projects etc. One thing I came across is that some tasks have work being done in 2 separate months.
Let's say 1 week in June and 1 week in July. Now when I want to report on the budgeted cost of that project per month I have to either pick the start or the end date of the task in order to attribute it to either June or July. However, 50% of the task has been done in the other month, which now shows me a cost of 0.
Is there a way that I can sum up the total cost per month that was actually done in each month?
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I do have the new "Financial Planning" panel in the resourcing section, but at the moment it isn't showing me any costs in the project. (I assume that's because the feature is not enabled?)
am I right that this just pulls the information of the current project I've selected, does it also include information from shortcuts?