Defining Statements for User Defined Fields

Define statements to calculate values for the user defined field.

You must create a project user defined field before defining a statement.

To define statements for user defined fields:

  1. On the "" Navigation Menu, expand "" Administration and click Enterprise Data.
  2. On the Enterprise Data page, 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 IF/ELSE.

      Note:

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

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

    4. Click Insert Field.

      Note:

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

    5. 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.

    6. Click Validate to check the formula.
  5. On the Project UDFs page, click Save.

Tip:

  • 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.