What are Formulas in Projectal?

Modified on Thu, 13 Aug at 4:13 PM

Formulas in Projectal are equations that perform calculations, return information, manipulate text, or test conditions on your Projectal data points. 


They can contain math operators, boolean operators, entity & field references, constant values, and built-in functions. 


Formulas can be used within data views and custom fields.


Data Views

Add formulas into your data view reports and charts to calculate values that you need in your real-time reports in Projectal.


Example: Your team needs a report listing the total staff overheads for your departments. The fixed overhead is 15% of the staff's salary. You add a staff overhead column into your data view report using the formula: "STAFF.payAmount * 1.15". 



Custom Fields

Add formulas into custom fields so that you can extend Projectal to include specific calculated data points for entities like projects, tasks, staff and more.


Example: Your company always include a margin on your projects to ensure profitability. You add a custom field to the PROJECT entity called "totalCostWithMargin" and add a formula for this custom field as "PROJECT.estimatedCost * 1.3".


 

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