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Reply To: How to set a Maximum Budget for a resource in MSP 2016

Home Forums Discussion How to set a Maximum Budget for a resource in MSP 2016 Reply To: How to set a Maximum Budget for a resource in MSP 2016

#409583

Sud
Glad to hear that approach helped.
When you modified the customizable fields, you used the Project ribbon, Custom Fields icon. At the bottom of the Custom Fields window is a “Values to display” radio button. If you select Graphical Indicators, you can have the data value in the field replaced with some indicator such as different colored flags, dots, smiley faces, and so on. I don’t know that you can display both the indicator and the data value in the same field. You’ll have to play around with that.

As far as the summary level goes, you should be able to have all hour and/or cost limits you enter roll up to the project summary row and it should work without you needing to do anything else other than selecting “Rollup” for the “Calculation for task and group summary rows” in the Custom Fields window. You may not be able to see it in a Resource Sheet view, but if you switch to a Resource Usage type view and add your customized columns, you should be able to see the roll up data there.

The Gantt may be a different story. Assuming that you want to show those values inside the Gantt chart itself, I’m not sure there’s a way to do that because the Gantt is more of a timeline view, as opposed to values totaled within a specific column. If you want something in the Gantt, you may want to explore Larry’s suggestion for using the Baseline values. As he noted, you can manually enter baseline values into the Baseline fields. If you do play with this, use the Baseline fields (with no number) as these are the values the Gantt already knows how to display.