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Is there a way to enter the budget for each task and aggregate it for the entire project?

Is there a way to enter the budget for each task and aggregate it for the entire project?
   
Home  » Support  » Frequently Asked Questions (FAQ)  » Is there a way to enter the budget for each task and aggregate it for the entire project?

We would like to add a budget to each task. Is there a way to do this so we can determine the budget for the entire project?

Version 3.0 allows you to do this. Please do the following:

  1. Login under Admin account
  2. Go to main menu command [Tools->Custom Fields]
  3. Click on button ‘New'
  4. Enter "Budget" into field ‘Title'
  5. Select ‘Currency' in drop-down list of field ‘Type'
  6. If ‘Budget' field is not needed for all tasks, leave the option ‘Required' unchecked

  7. Click ‘Ok'
  8. Right click on the project folder and select 'Custom Fields Options'
  9. Select custom field ‘Budget' in the list of custom fields
  10. Select 'This task group' in drop down window of field 'Settings for:'
  11. Select 'Enable' in drop-down list of field 'Field: Budget'
  12. Check option 'View in preview section'
  13. Check 'Aggregated' radio button
  14. Select 'Sum' in drop-down list of option 'Aggregated'
  15. Select 'Subgroups&tasks' in drop-down list of field 'Settings for:'
  16. Select 'Enable' in drop-down list of field 'Field: Budget'
  17. Check option 'View in preview section'
  18. Check ‘Edit' radio button
  19. Click button 'OK'



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