Let’s take a look at how to setup the Layout and Columns utilized in our Budgeting with calculation columns Quick Tip Video. This video shows how to use Budget and Cost columns in your schedule, and how to use calculation columns to automatically track the variance between these values.
Start by creating a new Layout where we can add in all of our various cost data. To create the new Layout:
- Go to Layouts > Define.
- Select the Basic Layout.
- Select Duplicate.
This creates a copy of the existing Basic Layout, which contains the Activity Name column and Timeline Graph.
The Define Layout dialogue box is now open, customize the new Layout by:
- Fill in the “Layout Name” field with a custom name, such as Budget Layout.
- In the Columns Shown section, browse the Available Columns list and select Cost 1 and Cost 2 and move them to the Shown Columns list with the Show button.
Note: To add both columns at once select Cost 1, hold down the Shift Key, and then select Cost 2. Next press the Show button to move both columns to the Shown Columns list.
- Press OK to close the Define Layout dialogue box.