Add formula to calculation group

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: + - / * ()

Steps

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.