Group Cost Plans by Phases in Project Schedules

Discussion created by Matthew.Paxman on Mar 17, 2015
Latest reply on Mar 23, 2015 by Matthew.Paxman

Hi All,


Just wondering if anyone knows if it's possible to set-up the Cost Plan object with the ability to group by phases in the schedule. Essentially I want to give all projects a template that comes with [Phase 1], [Phase 2], [Phase 3], etc, as the standard phases at WBS level one in the schedules. I would then like to track forecasted spending in the cost plan against these phases rather than by the grouping attributes available by default.


The other option is to build a portlet, but I'm not sure how to go about recreating a portlet that formats itself like the Cost/Benefit/Budget plan pages.


Thanks for any help.