Create a Primary Formula

Create a primary formula.

To create a primary formula, complete the following steps:

1. Define inclusions which are overarching filters that limit which activities get included in the search by type/status/phase.
2. Define the next level of filters, further filtering out specific activities. Many metric definitions can be completed by just using inclusions and filters (for example, Critical activities).
3. (Optional) If an additional advanced criteria definition is needed, select the advanced mode and define the function using the advanced metric editor.
4. Select a format from the Formula Format field to format primary format results. This applies to both basic and advanced primary formula definitions.