In this training video, John Riopel explains how to set the fiscal year in the Microsoft Project file options and then use that information on the schedule. Along with modification of the numbering display in the timephased views.
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- Since management also wants to have us track…the fiscal year for our budget constrain project,…we're going to go into the file options and select Options,…return back to our general tab,…because I'd also like the date format…formatted in a shorter version.…So we're going to select a date format…to go with a month, day, and two-digit year,…and we'll return to our schedule option,…where we can now set up the fiscal year and when it starts.…Since this project is going to start in our Q1,…which would be our fourth quarter of October,…we want to change that drop down from January…to October.…
This way, our first quarter will be the October time frame.…We'll also select a check box that says new starting year…for FY numbering,…which will set up our timeline to be that first quarter.…So we'll press okay,…and as you can see, our first quarter now displays…in the time scale of our project file.…
Note: This course was designed in collaboration with author Bonnie Biafore.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Setting up budget resource costs
- Setting up rate tables
- Creating budget resources
- Entering values for budget cost and work and expense resources
- Comparing costs to budget values
- Reviewing costs
- Managing and reducing project costs
- Adding actual costs