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Defining Statements for User Defined Fields

Define statements to calculate values for the user defined field.

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

To define statements 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 Advanced "".
    2. Click IF/THEN/ELSE.

      Note: The default statement 'IF (condition) THEN (expression) ELSE (expression)' is displayed in the detail window.

    3. Highlight a (condition) or (expression) entry and its parentheses.
    4. 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.

    5. Click Insert Field.

      Note: The selected field will replace the highlighted (condition) or (expression) entry.

    6. Continue to replace fields and use the operator, relational operator, and expression buttons to build your statement.

      Note: Relational operators (<, >, =, <>) are only valid for the 'IF' condition statement.

  5. On the Project UDFs page, click "" Save (Ctrl+S).

Tips

  • Text values must be enclosed in quotes. For example: IF [Division]="Marketing." Numeric values do not require quotes. For example: IF [Proposed Budget]>500000.
  • Only the = (equal) and <> (not equal) relational operators are valid for text values.
  • Date values must be enclosed in quotes and follow the dd-mm-yyyy format. For example, IF [Start Date]>"01-APR-2007".
  • Operator buttons include: +, -, *, /, (, and ). Expression buttons include: AND, OR, and IF/THEN/ELSE.
  • You can also replace (condition) and (expression) entries by deleting the entries and their parentheses, placing the cursor in the appropriate location in the statement, and following steps 4.d. through 4.f.

Related Topics

About User Defined Fields

Working with User Defined Fields

Creating Project UDFs

Defining Formulas for User Defined Fields

Defining Indicators 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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