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Defining Formulas for User Defined Fields

Define formulas to calculate values for the user defined field.

Before defining a formula, you need to first create a project user defined field. To create a project user defined field see Creating Project UDFs.

To define formulas for user defined fields:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Projects and click Project UDFs.
  3. On the Project UDFs page, select a UDF and click the Formula detail window.

    Note: The UDF Type must be set to Formula to access the Formula detail window.

  4. In the Formula detail window:
    1. Click the Fields list and choose a field.

      Note: You can select any existing project-related field defined in the project management database, including project codes, or any other user defined field that exists for your organization.

    2. Click Insert Field.
    3. Continue to build your formula by inserting fields and using the operator buttons.
  5. Click "" Save (Ctrl+S).

Tips

Operator buttons include: +, -, *, /, (, and ).

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Indicators for User Defined Fields

Defining Statements for User Defined Fields

Creating WBS UDFs

Creating Activity UDFs

Creating Expense UDFs

Creating Step UDFs

Creating Risk UDFs

Creating Issue UDFs

Creating Document UDFs

Creating Assignment UDFs

Creating Resource UDFs

Enterprise Data Page

Project UDFs Page


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