Join Bonnie Biafore for an in-depth discussion in this video Project profit, part 1: Set up custom fields, part of Microsoft Project Tips Weekly.
- [Bonnie] Hi, I'm Bonnie Biafore. … Project Isn't meant to be a hardcore financial tool. … However, you can keep your eye on project profit … with a few custom fields. … In this sample project, I'm looking at the Gantt chart … with the summary table applied. … The first thing I'm going to do … is I'm going to create a custom view … specifically for looking at profit. … On the task tab, … click the bottom half of the Gantt chart button, … and then at the bottom of the menu, choose save view. … In the save view dialog box I'm going to call this … C colon profit. … So this is going to be a custom view to look at profit … and the C colon shows that I've got a custom view. … So I'm going to click okay to save the view. … Now I'm going to add some fields to the custom table … in this view. … I'm going to right click the duration heading … and choose insert column. … We're going to start with ACWP. … This is the actual … cost of work … that's been completed through the status date. … We're also going to add a field for the project income …
Author
Updated
4/13/2021Released
1/9/2018Note: Because this is an ongoing series, viewers will not receive a certificate of completion.
Skill Level Intermediate
Duration
Views
Related Courses
-
Outlook Quick Tips
with Garrick Chow33m 46s Intermediate -
Excel: PivotTables for Beginners
with Dave Ludwig23m 52s Beginner
-
New This Week
-
Introduction
-
Welcome50s
-
-
Previous Microsoft Project Tips
-
Create a hammock task4m 7s
-
Rename column headings3m 58s
-
Save a new view5m 53s
-
Find hidden task bars4m 56s
-
Set additional baselines5m 6s
-
Find a command4m 29s
-
Track ancillary project costs11m 33s
-
Designate who reports status3m 21s
-
Control how a view prints5m 42s
-
Switch date constraints2m 21s
-
Data entry shortcuts2m 46s
-
Find in-progress assignments3m 13s
-
Beware the Autolink option3m 48s
-
Make exporting data easy5m 22s
-
Set currency options1m 47s
-
Update OLE links3m 58s
-
Share customized elements3m 31s
-
Document your customizations4m 23s
-
Open and save file shortcuts4m 31s
-
DEPRECATED
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.
CancelTake notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Project profit, part 1: Set up custom fields