Defining Formulas for User Defined Fields

Define formulas to calculate values for the user defined field. You can create formulas for project user defined fields.

To define formulas for user defined fields:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Projects and click Project UDFs.
  4. On the Project UDFs page, select a UDF with the UDF Type of Formula and click the Formula detail window.
  5. 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.
  6. Click Save.

Tips

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

Project UDFs Page

Creating Project UDFs



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Last Published Friday, October 1, 2021