Discover how to use a custom formula to roll up to the next task summary and project level.
- [Instructor] Now that we have our duration indicator,…we may want to roll those values up…to the top level of the project.…To do that, we can right-click…on the duration indicator column,…select custom fields again.…This time, we can choose to roll up,…and use either a max, a minimum, or a sum.…Since we're not interested in any of those features,…since we want it to calculate what's down below,…we'll use the formula for the roll up grouping,…and we'll press OK.…Now, we have that summary line, and the total project…calculated with our duration indicator,…as it goes forward in time.…
John Riopel
Bonnie Biafore
Released
3/17/2017Note: This course was designed in collaboration with Bonnie Biafore.
- Touring custom field categories
- Working with enterprise fields
- Creating lookup tables
- Choosing custom fields
- Using custom fields to edit built-in fields
- Importing fields and formulas
- Creating formulas to edit text based on other fields
- Creating graphical indicators
- Choosing effective indicators
- Importing indicator criteria
Skill Level Intermediate
Duration
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Introduction
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Welcome1m 22s
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Project scenario55s
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1. Custom Fields Basics
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Creating a lookup table4m 6s
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Choosing a custom field7m 37s
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Importing fields4m 38s
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2. Working with Fields and Functions
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Importing a formula6m 1s
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3. Graphical Indicators
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Indicators for summary tasks2m 35s
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Importing indicator criteria2m 26s
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Conclusion
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Next steps1m 9s
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Video: Using a formula to roll up values to summary tasks