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:
- Login under Admin account
- Go to main menu command [Tools->Custom Fields]
- Click on button ‘New'
- Enter "Budget" into field ‘Title'
- Select ‘Currency' in drop-down list of field ‘Type'
- If ‘Budget' field is not needed for all tasks, leave the option ‘Required' unchecked
- Click ‘Ok'
- Right click on the project folder and select 'Custom Fields Options'
- Select custom field ‘Budget' in the list of custom fields
- Select 'This task group' in drop down window of field 'Settings for:'
- Select 'Enable' in drop-down list of field 'Field: Budget'
- Check option 'View in preview section'
- Check 'Aggregated' radio button
- Select 'Sum' in drop-down list of option 'Aggregated'
- Select 'Subgroups&tasks' in drop-down list of field 'Settings for:'
- Select 'Enable' in drop-down list of field 'Field: Budget'
- Check option 'View in preview section'
- Check ‘Edit' radio button
- Click button 'OK'
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