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.