Add a Formula-Based Configured Field: Example

This example demonstrates how to create a configured field to calculate and store the Estimated Final Cost of a project.

Note: For information on creating advanced formulas for measures, refer to the Oracle Primavera Cloud Expression Language Guide on Oracle Help Center.

Let us assume that you will define the Estimated Final Cost of a project as Approved Budget plus Proposed Budget.

Creating a Configured Field

Navigate to the Project configuration page
1. In the object selector, select a workspace.
2. In the sidebar, select  Summary & Settings.
3. On the Summary & Settings menu, select Defaults & Options, and then select Project.
On the Project page, select Configured Fields.
In the table, complete the following fields:
1. In the Column Label column, enter Estimated Final Cost.
2. In the View Column Name column, enter EST_FINAL_COST.
3. In the Data Type column, select Cost.
4. In the Type column, select Formula.
5. In the Summary Calculation column, select Sum.

In the Formula detail window, in the Field list, select Approved Budget, and select Insert Field.
Select +.
In the Field list, select Proposed Budget, and select Insert Field.
Select Validate Formula.
In the Formula validation passed dialog box, select OK.
Save your changes:
1. Select Save.
2. In the Summary & Settings panel, select  Close.
  Note: Multi-currency is supported only for data type cost for formula configured fields. For a configured field of data type cost, the cost formula calculation is performed and saved in base currency then converted to project currency. For configured fields that are data type number and integer, using cost fields as part of formulas will only produce one value. This value is always calculated and displayed in base currency.

Tips

To delete a configured field, select the field, select  Context, and then select Delete. You cannot delete a configured field if it is used in a form, workflow, or field mapping.

Last Published Tuesday, May 21, 2024