Calculated Fields in MP enable you to create custom calculated fields for goals. There are a few steps to follow before you can see the results returned in your GAPR Outline, Scorecard or Timeline Views.
To configure Calculated Fields, follow the steps below:
Click File>Preferences>Calculated Fields
The ManagePro Calculated Fields window is displayed: Enter the pertinent information.
| 1. | Caption for example is what will be displayed as a field or/column header in one of the GAPR View |
| 2. | Calculation fields 1 and 2 are the fields you want to calculate. The example below displays the Budget will be subtracted from the Actual |
| 3. | You can select other operators available in the pick list |
| 4. | Formatting enables you to define number, percentage or currency along with the decimal placed you would like displayed |
| 5. | Duration in the example is disabled but is used when dates are the calculated fields |
| 6. | You may establish a score configuration by enabling the check boxes |
| 7. | Once you have completed the entries, click Save |
| 8. | To add additional calculations, select Click and repeat the steps above. |
Once you have configured the Calculated Fields, you must use the Right-click Menu Option "View Configuration" to add the calculated fields to the view. For Example:
| 1. | Right-click in the Scorecard View |
| 2. | Select View Configuration |
| 3. | Highlight Scorecard |
| 4. | The Calculated Fields will be available in the list on the left. In the example above we calculated BudgetOverrun |
| 5. | Add the Budget Overrun field to the view |
This action displays the field as a column header in the Scorecard View as shown below
If you have calculated multiple fields, select all of them and add them to the View
Once you have completed configuring the view to display the calculated fields, you now make sure that calculated fields are configured in the Goals Details and Related Window or Goal Details Pop. To achieve this, follow the steps below:
In the example above we calculated the Actual and Budget Fields
right-click in an empty space in the GAPR Details and Related Data window
The Show Customization Form will be displayed, click it.
The Customization Window is displayed
| 1. | Drag the Actual Field to the Goal Details and Related Data window |
| 2. | You must click SAVE on the Customization Window, then close it by clicking the x to save the field on the View |
| 3. | Repeat these steps for the Budget Field and another other calculated fields you configured |
Note: The Budget and Actual Fields are now displayed on the Goals Details and Related Data window as shown below
Populate these fields based on your real-life scenario.
Your result based on following the all the steps above should look like the example below except we also calculated DueDateVariance (Due minus Original Due)
Note: Target, Results and Score can be established on the Scoring tab of the Goal Details and Related Data window
Known Issues
| 1. | The Data Type drop down is reserved for future expansion |
| 2. | The Delete function is disabled at this time |