A calculated project user defined field is a unique type of project user defined field that has a formula or statement associated with it. The formula or statement automatically calculates values for the field. For example, you can define a formula that multiplies actual total cost by two, or define a statement that calculates a number for each project based on the criteria you specify. When the field is displayed for a project, this formula or statement is used to generate the field's value.
You can define a formula or statement when you create or modify a project user defined field. Once defined, you can display calculated project user defined fields in the Project Statistics portlet, which is available on the Project Workspace or on any dashboard. If your administrator has granted you module access to P6 Web Access Portfolios, you can also display calculated project user defined fields in any portfolio view in the Portfolio Views portlet on any dashboard, or on the Portfolios > Analysis page.
For information about displaying calculated project user defined fields in any of these areas, click the following:
To display calculated project user defined fields in the Project Statistics portlet
- At the top of the Project Workspace or any dashboard, click Customize.
- If the Project Statistics portlet is not already displayed in the workspace
or dashboard, mark the Project Statistics checkbox to display it. Click
to view the portlet options, then click Customize.
- Next, in the Available Columns list, expand the User
Defined section. Select the fields you want to view, then click the right
arrow key to move them to the Selected Columns list. Use the up and down
arrows to set the column order, then click Save.
Tip: You can display a maximum of 30 columns.
- To arrange the layout of portlets before returning to the workspace or
dashboard, click Save, then click the Layout tab.
To save your changes and return to the workspace or dashboard without changing the portlet layout, click Save and Close.
To display calculated project user defined fields in the Portfolio View portlet
- At the top of any dashboard, click Customize.
- If no Portfolio View portlets are already displayed in the dashboard, click Add to add a new Portfolio View portlet. Mark the checkbox beside the portlet you want to display.
- Click
to view the portlet options.
- For a scorecard view, click
Customize. Next, in the Available Columns list, expand
the User Defined section. Select the fields you want to view, then click
the right arrow key to move them to the Selected Columns list.
Use the up and down
arrows to set the column order, then click Apply.
Tip: You can display a maximum of 30 columns.
For a chart view, use the data drop-down lists (e.g., X-axis or Y-axis) to select the calculated project user defined field you want to display. - To arrange the layout of portlets before returning to the workspace or
dashboard, click Save, then click the Layout tab.
To save your changes and return to the workspace or dashboard without changing the portlet layout, click Save and Close.
To display calculated project user defined fields on the Portfolio Analysis page
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Analysis page.
- Select the portfolio view you want to display.
- Next, click More.
- For a scorecard view, click Customize. Next, in the Available
Columns list, expand the User Defined section. Select the fields
you want to view, then click the right arrow key to move it to the Selected
Columns list. Use the up and down
arrows to set the column order, then click Apply.
Tip: You can display a maximum of 30 columns.
For a chart view, use the data drop-down lists (e.g., X-axis or Y-axis) to select the calculated project user defined field you want to display. - To arrange the layout of portlets before returning to the workspace or
dashboard, click Save, then click the Layout tab.
To save your changes and return to the workspace or dashboard without changing the portlet layout, click Save and Close.
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