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Track project financials in Project Online RRS feed

  • Question

  • Is there a relatively easy way to track project financials on a monthly basis in MSPO?

    Ideally, there would be a sharepoint list that has all the Project GUIDs and for each you would have fields for CAPEX and OPEX for each month (one to many relationship   Project to Financial sheet).

    This way one can track the actuals over time without spending big bucks on UMT360 or TIVITE...

    It seems to be a relatively lower hanging fruit for MS to undertake such thing, considering that technically it's easy to develop as an add-on to MSPO.

    thoughts?


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    Thursday, June 15, 2017 2:37 AM

All replies

  • Hello,

    There is noting out of the box that does this but as you say, it's easy to build so you could develop your own if you didnt want to buy are 3rd party add-in?

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS | MVP | Downloads

    Thursday, June 15, 2017 5:31 AM
    Moderator
  • I heard Microsoft is planning on releasing an app for tracking financials in a matrix view for Project Online soon.

    Where can I get information on that?


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    Thursday, June 29, 2017 4:41 PM
  • You could add a Capex Opex Custom field and set the relevant values against each task. You could then use interrogate the Reporting DB or use REST to get your report data.

    Rod Gill
    Author of the one and only Project VBA Book and VBA developer.
    www.project-systems.co.nz

    Friday, June 30, 2017 3:45 AM
    Moderator
  • @ Rod Gill

    But we are trying to capture the OP/CAP at the project level, not task level.


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    Tuesday, August 8, 2017 4:48 PM
  • Here are few ways I can think of:

    1) You could create an external content type ( I have not tried this yet in Project Online), and use that as a column in a SharePoint list, and add your project financial data.

    2) Another way to do it is to add workflow to your project, that everytime a project is created, an item is created in a sharepoint list with projectname and guid, and then you can track OPEX and CAPEX

    3) you could do #2 using Microsoft Flow as well

    I will try to do a blog post on this soon.


    Cheers,

    Prasanna Adavi, Project MVP

    Blog:   Podcast:    Twitter:    LinkedIn:   

    Wednesday, August 9, 2017 3:20 PM
    Moderator
  • If you are managing projects with timesheets and going thru an approval process, then creating a report to pull the actuals from MSP and cross referencing with a cost table. 

    Michael Wharton, MVP, MBA, PMP, MCT, MCTS, MCSD, MCSE+I, MCDBA
    Website http://www.WhartonComputer.com
    Blog http://MyProjectExpert.com contains my field notes and SQL queries

    Wednesday, August 9, 2017 6:59 PM
    Moderator