Project costs

English Forum Tips and Tricks
1

Hi there

To simply track/sum costs of a project, is adding a custom field (cost) the easiest approach?

So input the cost value to each applicable task which will automatically sum in the project list view.

In the portfolio view, the roll up custom field will then automatically sum all the tasks costs within the project.

Thank you

Alex

2

Yes, I agree, @LexJ.

Thanks,

Larry

3

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