Create a Calculated Field

You can use the Calculated Fields view to create calculated fields for control accounts, work packages, and activities that you can use as part of a metric formula. One benefit of this is that you can create and save a calculated field that you can use over and over again in various metric formulas.

To create a calculated field, complete the following steps:

  1. On the Metrics tab, select the Calculated Fields view.
  2. In the Calculated Fields menu group, click Create. CF<#> is added to the Calculated Fields pane.
  3. In the Name field, edit the entry as needed.
  4. In the Description field, enter a description, if needed.
  5. In the Operates On field, select whether you want the calculated field to work with Activities, Control Accounts, or Work Packages. The selection here determines the available fields when you click Insert Fields.
  6. Type a formula in the Formula box. You can use the Functions menu options and the Insert Field button to add fields and functions to the formula.
  7. Click Validate to check the formula. After you create a calculated field, you can add it to a metric formula.