Use this page to create or modify a project user defined field. You can specify details about the field on the following tabs:
- Formula
tab - Enables you to specify general information, such as
the field's title and data type. You can also define a formula
or statement to calculate field values,
and identify graphical indicators and other display options for the
field.
- Summary
tab - Enables you to define a calculation for summary
project user defined field rows, and identify graphical
indictors to display for summarized data.
Formula Tab
On this tab, specify the following general information about the project user defined field:
- Title displays the name of the field. This is a required field.
-
Data Type determines the type of data you can enter
for the field, such as text, numbers, or dates.
-
Calculation Type indicates whether
or not a calculation is defined for the field. A calculation enables
you to define a formula or statement to calculate the value of the field. To specify
a calculation, select Formula;
if no calculation is required for the field, select Manual.
Tip: You cannot define a formula or statement for fields with an 'Indicator' data type specified.
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Use the following sections of the tab to specify additional information about the field; your selections determine how the field is calculated, as well as how it displays:
Formula
Use
this section to define a formula or if/then/else statement to calculate field values. You can define
a formula or if/then/else statement only if the field has a 'Formula' calculation type.
Tip: By default, this section displays basic operators such as + (plus) and - (minus). To view advanced relational operators and expressions, click More.
To define a formula without statements:
- In the Fields drop-down list, select a field to use in the calculation, then click Insert Field. You can select any project-related field defined in the project management database, including project codes, or any other project user defined field that exists for your organization.
- Next, use the operator and parentheses buttons and continue to insert fields to build your formula.
Tip: To enter "less than or equal to" into your formula, click the < icon, then the = icon. To enter "greater than or equal to" into your formula, click the > icon, then the = icon.
To define a formula with statements:
- ClickAdvanced, if necessary.
- Click IF/THEN/ELSE.
After you click IF/THEN/ELSE, the following default statement is added to the formula:
IF (condition) THEN (expression) ELSE (expression)
You must replace the (condition) and (expression) entries with valid statements.
- To replace the (condition) and (expression) entries with valid statements, highlight the entry you want to replace, including parentheses. You can only replace one entry at a time.
Tip: Alternatively, you can delete the (condition) and (expression) entries, then place the cursor in the appropriate location in the statement before inserting a field.
- In the Fields drop-down
list, select the field you want to enter into the statement,
then click Insert Field. You can select any project-related field defined
in the project management database, including project codes, or any other project user defined field that
exists for your organization.
- Next, use the operator, relational operator, and expression buttons to build your statement.
Tip: Relational operators (<, >, =, <>) are only valid for the 'IF' condition statement.
For example, assume you want to categorize your proposed projects by calculating a number that corresponds to each project's proposed budget. In this case, assuming you select Number as the Data Type, you could create the following expression:
IF [Proposed Budget]<250000 THEN 3
ELSE IF [Proposed Budget]<500000 THEN 2
ELSE 1Based on this example, projects with a proposed budget of less than $250,000 have a calculated value of 3; projects with a proposed budget between $250,000 and $500,000 have a calculated value of 2; and projects with a proposed budget above $500,000 have a calculated value of 1.
Tips:
-
Text values must be enclosed in quotes. For example: IF [Division]="Marketing". Additionally, only the = (equal) and <> (not equal) relational operators are valid for text values.
-
Numeric values do not require quotes. For example: IF [Proposed Budget]>500000.
-
Date values must be enclosed in quotes and follow the dd-mm-yyyy format. For example, IF [Start Date]>"01-APR-07".
Graphical Indicators
Use this section to
identify graphical indicators to display for the field. Graphical indicators
display based on criteria set for field values. For example, you
can choose a graphical indicator to display when the value of the field equals
a certain number, or when the value of the field falls between a certain
range of dates. Use
the Parameter and Value fields to identify a criteria statement
for each indicator.
Note: You can identify graphical indicators only for fields with a 'Cost', 'Integer', or 'Number' data type.
To identify a graphical indicator
- In the Parameter field, select a condition to use for the criteria statement.
- Next, choose value or field. Value lets you type a specific value, for
example, a numerical value. Field lets you select an existing, project-related
field from the project management database or any other project user defined field
that exists for your organization.
Tip: If you select a "is within the range of" or "is not in the range of" condition, use the Value field to specify the lower range value and the High Value field to specify the upper range value.
- In the Indicator field, click
to select an icon to use as the graphical indicator.
Display
Options
Use this section to customize display options for the project user
defined field. You
can specify display options only if any graphical indicators are identified
for the field.
Mark one or both of the following checkboxes:
- Display data value - displays the value of the project user defined field.
- Display indicator - displays the graphical indicator defined for the field, based on its value.
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Summary Tab
On this tab, you can define a calculation for rows that summarize project user defined fields. You can also specify graphical indicators to display for summarized data; graphical indicators display based on criteria set for summary row values. For example, you can choose a graphical indicator to display when a summary row value equals a certain number, or when a summary row value falls between a certain range of dates.
To define a calculation for summary rows
- In the Calculation for summary rows drop-down list, select the calculation type you want to use for the field.
To identify graphical indicators to display for summarized field values
- In the Parameter field, select a condition to use for the criteria statement.
- Next, choose value or field. Value lets you type a specific
value, for example, a numerical value. Field lets you select an existing,
project-related project management field to use in the criteria statement.
Tip: If you selected a "is within the range of" or "is not in the range of" condition, use the Value field to specify the lower range value and the High Value field to specify the upper range value.
- In the Indicator field, click
to select an icon to use as the graphical indicator.