Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Using Calculated Fields

You can use the global edit feature to place the contents of a calculated field into a user defined field where it is accessible to third-party applications.

An expression defining a calculated field can include the following elements:

Expression Description
Constants You can include text, date, numeric, and logical constants in a calculated field or global edit according to the following guidelines:
  • Text: Text must be enclosed in either single or double quotes.
  • Dates: Dates must be enclosed in curly brackets ({ and }) and can be expressed in any valid date format.
  • Durations: Durations must be enclosed between piping symbols ( | ) and can be expressed in any valid duration format.
  • Numerics: Numeric constants can include any positive or negative value and can appear with or without decimal places.
  • Logical values: Valid logical constants are [True] and [False].
  • Enumerated values: Values for enumerated fields (that is, fields with a limited number of valid values) must be enclosed between square brackets ([ and ]). Open Plan recognizes the following enumeration types:
    Enumeration Type Description
    ACTS Activity status
    ACTT Activity type
    BOOL Boolean
    CRIT Critical flag
    CURV Curve
    PROG Progress
    RELT Relationship type
    RESC Resource class
    REST Resource type
    RSCL Resource scheduling type
    TARG Target type
Other calculated fields Expressions defining calculated fields can include references to previously defined calculated fields.
Note: A calculated field cannot include a reference to itself.
Mathematical operators You can include the following mathematical operators in a calculated field or global edit expression:
  • Add (+)
  • Subtract (-)
  • Multiply (*)
  • Divide (/)
  • Group (( ))
  • Exponentiate (^ or **)

Expressions containing mathematical operators are evaluated according to the normal rules of precedence:

  • Grouping operations are performed before multiplication and division operations.
  • Multiplication and division operations are performed before addition and subtraction operations.
Logical operators You can include the following logical operators in a calculated field or global edit expression:
  • AND
  • NOT
  • AND NOT
  • OR
  • Group (( ))
Duration operators You can include the following duration operators in a calculated field or global edit expression:
  • Add (+)
    Expression Result
    Duration + Duration Duration
    Date + Duration Date
  • Subtract (-)
    Expression Result
    Duration – Duration Duration
    Date – Date Duration
    Date – Duration Date
  • Divide (/)
    Expression Result
    Duration / Duration Decimal
    Duration / Number Duration
  • Multiply (*)
    Expression Result
    Duration * Number Duration
Field names When including a field in an expression for a calculated field or global edit, you must enter the name of the field and not the descriptive name that is displayed in spreadsheet column headings. For example, if you want to define a calculated field expression that references the field containing early start dates, you must identify the field as ESDATE, not Early Start.
Functions Calculated field and global edit expressions can contain a number of functions. For more information, refer to the topic "Using the Functions Dialog Box."
Relational operators Expressions for calculated fields or global edits can include the following relational operators:
  • Equal to (=)
  • Not equal to (<>)
  • Greater than (>)
  • Greater than or equal to (>=)
  • Less than (<)
  • Less than or equal to (<=)
  • Contained in ($)
Character operators You can include the following character operators in a calculated field or global edit expression:
  • Concatenate(+)
    Sample Usage Result
    "Quick" + "Brown Fox" "Quick Brown Fox"
  • Contains in ($)
    Sample Usage Result
    "ABC" $ "123ABCDEF" TRUE
Project Level Variables You can instruct Open Plan to use project-level data from the current project or external subproject by specifying _proj. or _subp. as a prefix to the field. For example:
  • _proj.manager_email_address returns the email address of the project manager to the calculated field or global edit
  • _subp.project_name returns the name of the subproject to the calculated field or global edit

In addition, an expression defining a calculated field can also include the special operators used in filters.

Note: When an error is generated by Open Plan, the portion of the failed expression in the Expression field is highlighted.

To display a list of available calculated fields, click the Calculated Fields command on the Tools tab to display the Calculate Fields dialog box.

If you hover your mouse cursor over a calculated field, Open Plan displays the definition of that calculated field as a tool tip.

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