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Project Server 2007 Custom field RRS feed

  • Question

  • Hi,

    we are using project server 2007. We have created a enterprise "task" custom field. We want to display it in project level. How to display this? I have created a cost field at task level. I want to display the sum of the cost filed, in the project center view,which is created in the task level.  But it is not available at project center create view page,  available field list.


    Thanks, Arun
    Monday, September 26, 2011 2:05 PM

Answers

  • Set your Cost field summary rollup to "Sum"

    Im going to pretend that your Task Cost field is called "Field X" for my example.

    Create a Project Level Cost field called "Field X - Project"

    Make it a formula field and set the formula to be: [Field X]

    now you can insert "Field X - Project" into your projct center view and it will contain the project level sum of all the task level "Field X" values from that project.


    Brian Kennemer – DeltaBahn Senior Architect
    Blog | Twitter | LinkedIn
    • Marked as answer by arun_2014 Thursday, September 29, 2011 6:33 AM
    Monday, September 26, 2011 5:42 PM
    Moderator

All replies

  • Hi Arun,

    You can use Project Web App to configure all task custom fields except those of type Text to roll up to summary tasks (which is mostly project name by default ). You set a custom field for rollup in the Calculation for Summary Rows section of the Edit Custom Field page
    http://msdn.microsoft.com/en-us/library/ee767689.aspx

    Hope that helps. 


    Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82
    Monday, September 26, 2011 2:33 PM
  • Set your Cost field summary rollup to "Sum"

    Im going to pretend that your Task Cost field is called "Field X" for my example.

    Create a Project Level Cost field called "Field X - Project"

    Make it a formula field and set the formula to be: [Field X]

    now you can insert "Field X - Project" into your projct center view and it will contain the project level sum of all the task level "Field X" values from that project.


    Brian Kennemer – DeltaBahn Senior Architect
    Blog | Twitter | LinkedIn
    • Marked as answer by arun_2014 Thursday, September 29, 2011 6:33 AM
    Monday, September 26, 2011 5:42 PM
    Moderator
  • You already have read how to do this, but I want to point out that you should be careful about implementing this. If you have a large number of tasks and a large number of calculated custom fields it can affect system performance. A handful of calculated fields is OK, but if you have 20 or more you are likely to see the impact.
    Jack Dahlgren blogs at:
    Project and Retrovention
    and rarely Twitter
    Wednesday, September 28, 2011 3:15 PM
    Moderator