Skip to main content

Project Server Budget/Financial Management

Have you ever tried to do budget mangement in Project Server without UMT's financial mangement plugin (UMT 360). This can be a complex task as you do not want a very detailed plan of the financial usage, but rather just track the approved budget from the steering comittee.

UMT 360 can do a lot of cool stuff with your financial data. But if your company are not ready for the full rollout of this module and just want to track if the projects and departments are on track a more simple solution could be the answar.

This is where Projectum's app "Project Financials" come into the picture.

This app simply adds a new area to your project page (PDP) which allows you to save the budget for the Project.


This can then be summed up and catagorized in some nice reports.


Try it out!!

Comments

Popular posts from this blog

Azure DevOps - Gantt Chart

It's been a while since my last post - in the past couple of weeks I have played around with some videos of topics I find interesting. One of these topics are a very cool way of displaying a Gantt Chart upon your Azure DevOps board's. Check it out here!

Project Server - Change field name on PDP for standard fields (like the Owner field)

Project Server - Change owner field name on PDP The field names on the PDPs (Project Detail Pages) has been preselected on the standard fields for a project. If you want to change the Owner to something else it is quite difficult. In the following i will explain how we can change this field through the Content Editor webpart. To change the owner field add a Content Editor webpart to the PDP page where the field is inserted. Select the webpart and from the ribbon select HTML->Edit HTML Source. Copy/Paste the following code into the Content Editor webpart. < script type ="text/javascript">     var old_name = "Owner" ;     var new_name = "Ansvarlig" ;     var ttnA = document.getElementsByTagName( "div" );     for ( var j = 0; j < ttnA.length; j++) {         var orig = ttnA[j].innerHTML;         var stripped = orig.replace( /^\s*/ , "" ).replace( /\s*$/ , &quo

PowerShell results size unlimited/truncated - $FormatEnumerationLimit/Width

Ever experienced the problem where you run a Powershell command and you cannot see the whole result because the result is truncated. Problem: If you for example run the Test-SPsite command you might see something like the following: Site : SPSite Url=http://atlas/pwa Results : { SPSiteHealthResult Status=Passed RuleName="Conflicting Content Types" RuleId=befe203b-a8c0-48c2-b5f0-27c10f9e1622, SPSiteHealthResult Status=FailedWarning RuleName="Customized Files" RuleId=cd839b0d-9707-4950-8fac-f306cb920f6c, SPSiteHealthResult Status=Passed RuleName="Missing Galleries" RuleId=ee967197-ccbe-4c00-88e4-e6fab81145e1, SPSiteHealthResult Status=Passed RuleName="Missing Parent Content Types" RuleId=a9a6769f-7289-4b9f-ae7f-5db4b997d284, SPSiteHealthResult Status=FailedError RuleName="Missing Site Templates" RuleId=5258ccf5-e7d6-4df7-b8ae-12fcc0513ebd,