Cost (Actual vs. Budget) report

[zachary]

Has anyone found a way to create the report found on the new portfolio workbenches that shows the actual expenses vs. the total budget? We are trying to find a clean way to show this at the PRJ-level but have been unsuccessful.

[haseena ayesha]

Hi

Zachary fleming,

Please refer these links it may be help full to you,

Portfolio workbench

Create and promote a budget plan

Budget forecasts

Thanks & Regards

Haseena.

                                                                                    PS: Hit like, Helpful or Correct depending on the impact of the response

[zachary]

Haseena

Unfortunately those links just show how to use the OOB workbench and budget tools. What I am looking for is the ability to create/use the widget that is on the portfolio workbench for individual projects.

Thank you

Zac

[kellykaufmann]

Are you in Helsinki or Istanbul? Istanbul has the cost-actual vs planned at the Project level:

[zachary]

Kelly

We are in the process of upgrading to Helsinki. I have been able to create line/bar graphs displayed above based off the cost plans vs. actual costs but what I have been unable to find is a clean way to show the variance. The widget depicted in the portfolio workbench is perfect for visually displaying the burn rate and the variance. I can only seem to set it to a single value with a manual max # where the portfolio workbench allows you to set it to maximum=[total budget]. Is there no way to use this widget outside of the portfolio section?

Thank you!

Zac