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About calculated fields

Users with administrative privileges and members of the Organization standard group can set up calculated fields. Any user with report creation rights can use calculated fields in reports and filters.

PPM Pro allows you to create user-defined calculated fields using entity fields, standard user-defined fields, or other calculated fields. You can use these fields and functions from the functions library to create complex expressions. Calculations are not limited to simple math functions; rather, they allow users to manipulate and join all sorts of data.

You can create calculated fields within the same item (such as a project), across related items (such as a related business units), and within other calculated fields. Calculated fields are calculated when referenced in reports or filters and available to any full user for use in any reports or filters visible to that user.

The following calculated field data types are supported: Boolean, Date, Float, Integer, and String. For each data type, PPM Pro provides associated display types. See Supported data and display types.

In addition to simple arithmetic operations like +, -, *, and /, PPM Pro provides an extensive library of powerful functions you can use to create a calculated field. See Functions for a complete list.

Note that aggregate calculations (sum, average, min, max) are available for use on all numeric calculated fields in List reports. See Configuring list reports for more information.

The primary launching point for creating calculated fields is the Reports tab. You can also create calculated fields at yourEntityInstance/Report screens throughout the system (provided you have the appropriate permissions).