This procedure addresses how to create a formula column for use on a cost sheet. (The general procedure also applies to cost sheet templates and work sheets.)
When creating a cost sheet column, selecting a logical data source allows you to build a formula in which you can include:
- Other columns from this cost sheet
- Single data sources, such as business processes in a certain status
- Total elements, such as the tallied value of a column
- Data elements from single-record, non-workflow business processes
If you are creating a formula for forecasts (unaccepted), data sources are limited to business processes flagged in uDesigner for cost sheet forecasting. For example, if base commits and change commits were enabled for cost sheet forecasting, you will see base commits (unaccepted) and change commits (unaccepted) as available data sources for use in the forecasts (unaccepted) formula. You will not see other data sources that were not flagged in uDesigner for this purpose.
When you build your formula, think about which data sources will generate the result you want in your cost sheet column. For example, if you want to see total commitments, you can add contracts (approved) and change orders (approved).
Note: Use care when selecting the Cost Column that you use to build your formula. You can possibly choose from Columns (columns in the sheet), Data Sources (values of business processes), Total Elements (totals from columns), or Data Elements (data elements on Information/General record(s), typically named Project Information). The source column that you use can affect the data values in your cost sheet. If you select an incorrect source, you can get a result you do not expect. Be sure that you know the source to use before you build your formula.
To create a formula
- In the Column Properties window, choose Formula, then click the Create button. The Formula Creation window opens.
- Enter the first value in the formula:
- To enter numerical values into the formula, click the number keys on the on-screen keypad. (Include parentheses, % or decimal point as necessary.)
- To add a data source or column value (existing columns on the sheet you are working on) into the formula, select it from the list in the left pane, then click the Select button.
As you build the formula, it appears in the Formula box in the upper right portion of the window.
- Click on the appropriate operator: add, subtract, multiply, or divide.
- Continue to alternate between choosing values and operators to add to the formula.
Note: Unifier applies the operators in the order of proper mathematical procedure: from left to right, with multiplication and division first, followed by addition and subtraction.
- You may click Undo at any time to undo the last action. Click the Clear All button to clear the entire formula.
- When the formula is complete, click OK to save your formula and return to the Column Properties window.