How to show budget only for one out of several years budget plan?

Davide M.

Hi dear community, i build up a project plan, and its associated budget, wich is running over several years.

Now, I would need to show the total budget per year (e.g. 2023) and i was using the following filter in my report.

The problem i have is that some Work Packages are running over 2 or years and i'm not 100% sure how such WP budget will be calculated.

Any suggestion, help?

Thanks a lot in advance,

Davide

Davide M.

Hi all, this is solved now.

Thanks anyway.

Andrée Starå

Hi @Davide M.

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing)

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Davide M.

Hi @Andrée Starå , thanks for your reply.

Basically i have different tasks in the same project and their associated cost. See below just for example.

I want to get a report telling me what is the costs of the project for the period 1/Jan/23 to 31/12/23, and i want the program to consider the pro-rata budget if a task is spread over different years.

Thanks in advance,

Davide

Davide M.

I found a way in excel how to do this (attached).

I'm still wondering how to do the same in Smartsheet.

excel.xlsx

Thanks to all.

D@vide

Davide M.

Hi all,

I made a lot of step forward but i'm still stuck in finding the final solution. I used the following formulas:

Budget 2022: =IF([Start Date]@row < DATE(2022, 12, 31), NETWORKDAYS([Start Date]@row, DATE(2022, 12, 31)) / Duration@row) * [Total Budget - Pacira]@row

Budget 2023: =IF([Start Date]@row < DATE(2023, 12, 31), NETWORKDAYS(DATE(2023, 1, 1), DATE(2023, 12, 31)) / Duration@row) * [Total Budget - Pacira]@row

Budget 2024: =IF([Start Date]@row < DATE(2024, 12, 31), NETWORKDAYS(DATE(2024, 1, 1), DATE(2024, 12, 31)) / Duration@row) * [Total Budget - Pacira]@row

and i ended up to the picture below.

As you can see the sum of the 3 years budget is more than the total cost needed for this task.

I'm really looking forward to your kind advices.

Best,

Davide

Davide M.

Hi all, this is solved now.

Thanks anyway.

Andrée Starå

@Davide M.

Excellent!

Glad you got it working!