To each calculation group, you can add formulas to calculate the quantities on estimate lines. You can add formulas for these transaction types:

  • Hour
  • Expense
  • Item
  • Equipment

For each transaction type, you can add several formulas.

In a formula, you can use:

  • The variables as defined for the calculation group. Put each variable in square brackets: [variable].
  • These symbols: + - / * ()


Standard procedure

1. Go to Project management and accounting > Setup > Advanced project management > Calculation groups.
2. Click Edit.
3. Expand the Formulas section.
4. Click Add.
5. In the Transaction type field, select an option.
6. In the Formula field, type a value.
7. In the Name field, type a value.
8. In the list, find and select the desired record.
9. Click Test formula.
10. Click OK.

Notes

  • You can also make a copy of an existing formula and modify it. To do so, select a formula, click Copy, fill in the fields, and click OK.
  • To modify an existing formula, select it and click Edit.

Related to Notes

Set up calculation groups

 

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