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:
- Click the
Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data. - In the Enterprise Data pane, expand Projects and click Project UDFs.
- 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.
- In the Formula detail window:
- 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.
- Click Insert Field.
- Continue to build your formula by inserting fields and using the operator buttons.
- Click
Save (Ctrl+S).
Tips
Operator buttons include: +, -, *, /, (, and ).
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