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Monthly Costs Report

Morning all,

I'm trying to produce a report that will show me the monthly costs of a project.  I've found the below link but it hasn't really given any detail as to how to create the report.

https://success.clarizen.com/hc/en-us/community/posts/205857328-Project-monthly-cost-forecast?input_string=Monthly%20Costs%20Report

I've also attached a link to an example.  It looks like this should be really simple but its beating me, at the moment.

I know I can run a resource allocation report and then manually add formula's to give me costs based on each resources cost, but I'd rather there be a report to automate the whole process.

Can anyone help me produce this please?

Cheers

Martin

Martin Jubb Answered

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I've just found a "Cost & Revenue Forecast by Project" report which is almost what I want.  It gives me the project costs each month but ideally I would like it broken down further int milestones and tasks.

Of course, I cant edit this report to see how its working!

Cheers

Martin

Martin Jubb 0 votes
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Why aren't you creating a custom report to fit your needs? It's typically very easy to do. If you're looking for an out-of-the-box report, you may not find a report that completely fits your needs.

Guy 0 votes
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I'm struggling to see how I can produce the report to show the cost info month by month in rows.  As per the spreadsheet I attached, I want tasks in one column on the left and then costs along the row next to the task and under the month column.

 

Cheers

Martin Jubb 0 votes
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