Adding Budget information to my Project Sheet

I have worked up a project schedule using the basic schedule with WBS. I am now being told that I need to add budget to each phase/task. Is there an easy way to insert this information? Is there a way that this can be tied to the percentage completion or another cell for updated information? Is there a way to then get this information to show up on a dashboard?

Answers

  • kowal
    kowal Overachievers Alumni

    Hello,

    so if I were you I would just add extra column called budget.

    Then I would add the currency info to the column ($ €… etc.)

    In all the main tasks (not subtasks) I would add formula to sumup all the budget from subtasks =sum(children())

    so it's up to you what you want to do with this budget? if you want you can multiply it by % Complete column and in a column called "Spent" so it will atumaticaly tell you how much you spent etc.

    Hope this helps.

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