Add model to calculation group

Prev Next

Use models in a calculation group to define a set of default formulas. You can define several models for each calculation group.

For each model, you can define a default formula for each of the transaction types. You can use a formula in several models.

Only add the required formulas to a model. For example, if only a formula for hours is required, don't define formulas for the other transaction types.

Steps

  1. Go to Project management and accounting > Setup > Advanced project management > Calculation groups.

  2. Expand the Models section.

  3. Click New.

  4. In the list, mark the selected row.

  5. In the Model ID field, type a value.

  6. In the Name field, type a value.

  7. In the Hour formula field, enter or select a value.

  8. In the Expense formula field, enter or select a value.

  9. In the Item formula field, enter or select a value.

  10. In the Equipment formula field, enter or select a value.

Notes

On a calculation group, you can define several formulas for a transaction type. If you have done so, on a work breakdown structure, you can change the default formula for an:

  • Activity - You can do so on the Work breakdown structure form, in the Calculation section, in the Formula selection group.

  • Estimate line - You can do so on the Work breakdown structure form, in the Line details section, on the Estimated costs and revenue tab, in the Formula field.