Budget Work fields

The Budget Work fields are used to enter or review budget work for budget work (work resource: People and equipment resources that perform work to accomplish a task. Work resources consume time [hours or days] to accomplish tasks.) and material resources (material resource: The supplies or other consumable items that are used to complete tasks in a project.). Budget resources (budget resource: A budget resource captures the maximum capacity for a project to consume money, work, or material units for a project. Budgets can only be applied at the project level by assigning a budget resource to the project summary task.) are assigned only to the project summary task (project summary task: A task that summarizes the duration, work, and costs of all tasks in a project. The project summary task appears at the top of the project, its ID number is 0, and it presents the project's timeline from start to finish.). You can use the Budget Work fields to compare the current budgeted work with the planned work for the project.

There are several categories of Budget Work fields.

ShowBudget Work (task field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Calculated (calculated field: A field in which the value is determined by Project based on information in other fields. Project may recalculate the value automatically or when you specify, depending on your choice of calculation settings.)

How Calculated    When you assign a work or material resource that is a budget resource to a project summary task, and then enter a work amount for the resource in either the Task Usage or Resource Usage view, Microsoft Office Project 2007 rolls up the total amount to the project summary task.

This information can then be used to review the overall budget work information for the project. If the project is part of a master project (master project: A project containing other projects [known as inserted projects or subprojects]. Also called a consolidated project.) or portfolio of projects, the project summary budget work information can be compared and analyzed against other projects. The project summary task of the master project includes the rolled-up work value of its own budget resources plus the sum of the budget resources of its subprojects (subproject: A project that is inserted into another project. Use subprojects as a way to break complex projects into more manageable parts. Also known as an inserted project.).

Best Uses    Add the Budget Work field to a task view and show the project summary task when you want to review the total work budget for work and material resources. After you start tracking progress in your project plan, you can use the Budget Work field to compare your budgeted work against actual work.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task, and then enter the work amount of 5,000 hours in the Task Usage view. As work continues, you enter actual progress information in the project plan. You can compare any variances between your planned work and actual work to analyze whether you're on track or need to make any adjustments.

Remarks    The Budget Work field shows information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To see budget cost information for cost resources that have been assigned to the project summary task, add the Budget Cost field to the task sheet.

To show the project summary task, on the Tools menu, click Options. On the View tab, select the Show project summary task check box.

ShowBudget Work (resource field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Calculated (calculated field: A field in which the value is determined by Project based on information in other fields. Project may recalculate the value automatically or when you specify, depending on your choice of calculation settings.)

How Calculated    When you assign a work or material resource that is a budget resource to a project summary task, and then enter a work amount for the resource in either the Task Usage or Resource Usage view, Microsoft Office Project 2007 copies this amount into the Budget Work resource field.

Best Uses    Add the Budget Work field to a resource view when you want to review the work budget for your work and material resources, or to compare the work budgets of your resources to each other.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task, and then enter the work amount of 5,000 hours in the Task Usage view. When you add the Budget Work field to the Resource Sheet, you see that the "Staffing" work resource reflects this budget of 5,000 hours.

Remarks    The Budget Work field shows information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To see budget cost information for cost resources that have been assigned to the project summary task, add the Budget Cost field to a resource sheet.

ShowBudget Work (assignment field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Entered (entered field: A field in which you may type or edit information. This is in contrast with a calculated field, in which Project calculates and enters information.)

Best Uses    Add the Budget Work field to the Task Usage or Resource Usage view when you want to enter the budgeted work amount for work or material resources on assignments (assignment: A specific resource that is assigned to a particular task.), or when you want to compare the budgeted work of resources to one another.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task. You can now enter the lump-sum budget work amount of 5,000 hours in the sheet portion of the Task Usage view.

Remarks    You can use the Budget Work field to enter information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To enter a lump-sum budget cost for cost resources that have been assigned to the project summary task, add the Budget Cost field to the sheet portion of the Task Usage or Resource Usage view and enter the cost there.

ShowBudget Work (task-timephased field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Calculated (calculated field: A field in which the value is determined by Project based on information in other fields. Project may recalculate the value automatically or when you specify, depending on your choice of calculation settings.)

How Calculated    When you assign a work or material resource that is a budget resource to a project summary task, and then enter a work amount for the resource in either the Task Usage or Resource Usage view, Microsoft Office Project 2007 rolls down the total amount to the task-timephased (timephased: Task, resource, or assignment information that is distributed over time. You can review timephased information in any available time period in the fields on the right side of the Task Usage and Resource Usage views.) level.

Best Uses    In the Task Usage view, click Detail Styles on the Format menu. To show the Budget Work field on the timephased portion of the view, move the Budget Work field to the Show these fields box. This shows the breakdown of budgeted work for the project summary task spread out over time.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task, and then enter the work amount of 5,000 hours in the Task Usage view. As work continues, you enter actual progress information in the project plan. You can compare any variances between your planned work and actual work to analyze whether you're on track or need to make any adjustments.

Remarks    The Budget Work field shows information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To see timephased budget cost information for cost resources that have been assigned to the project summary task, add the Budget Cost field to the timephased portion of the Task Usage view.

ShowBudget Work (resource-timephased field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Calculated (calculated field: A field in which the value is determined by Project based on information in other fields. Project may recalculate the value automatically or when you specify, depending on your choice of calculation settings.)

How Calculated    When you assign a work or material resource that is a budget resource to a project summary task, and then enter a budgeted work amount for the resource in either the Task Usage or Resource Usage view, Microsoft Office Project 2007 rolls down the total amount to the resource-timephased (timephased: Task, resource, or assignment information that is distributed over time. You can review timephased information in any available time period in the fields on the right side of the Task Usage and Resource Usage views.) level.

Best Uses    In the Resource Usage view, click Detail Styles on the Format menu. To show the Budget Work field on the timephased portion of the view, move Budget Work to the Show these fields box. This shows the breakdown of budgeted work for the budget resources assigned to the project summary task spread out over time.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task, and then enter the work amount of 5,000 hours in the Task Usage view. As work continues, you enter actual progress information in the project plan. You can compare any variances between your planned timephased work and actual timephased work to analyze whether you're on track or need to make any adjustments.

Remarks    The Budget Work field shows information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To see timephased budget cost information for cost resources that have been assigned to the project summary task, add the Budget Cost field to the timephased portion of the Resource Usage view.

ShowBudget Work (assignment-timephased field)

Data Type     Duration (duration field: A type of field whose content is expressed as a duration of time. Examples include the Work, Duration, and Delay fields. A duration field includes the duration unit, such as hour, day, or week.)

Entry Type    Entered (entered field: A field in which you may type or edit information. This is in contrast with a calculated field, in which Project calculates and enters information.)

Best Uses    In the Task Usage or Resource Usage view, click Detail Styles on the Format menu. To show the Budget Work field on the timephased portion of the view, move Budget Work to the Show these fields box. You can now enter or review the budget work for the assignment spread out over time.

Example    Having built your project based on an estimate of 5,000 hours for three full-time equivalent work resources, you create "Staffing" as a work resource and identify it as a budget resource. You assign the "Staffing" resource to the project summary task. You can now enter timephased or contoured (contour: The shape of how scheduled work for an assignment is distributed across time. Use a contour to control how Project schedules the work of a resource. Contour examples include flat, back-loaded, front-loaded, bell, turtle, and more.) work amounts in the timesheet portion of the Task Usage or Resource Usage view for the assignment of "Staffing" on the project summary task.

Remarks    You can use the Budget Work field to enter timephased information for work resources and material resources, but not for cost resources (cost resources: Resources that don't depend on the amount of work on a task or the duration of a task, such as airfare or lodging.). To enter timephased budget cost information for cost resources that have been assigned to the project summary task, add the Budget Cost field to the timephased portion of the Task Usage or Resource Usage view and enter the cost information there.

 
 
Applies to:
Project Professional 2013, Project Standard 2013, Project 2010, Project 2007