How To Define Statement For User Defined Field in Primavera P6

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How To Define Statement For User Defined Field in Primavera P6

To define a statement for the field:

On the Formula tab, in the Formula section, click Advanced to display the following operators for the statement:

  • Greater than (>)
  • Less than (<)
  • Equals (=)
  • Not less than and not greater than (<>)
  • AND
  • OR
  • IF/THEN/ELSE

Click IF/THEN/ELSE.

The following default statement is added to the formula:

IF (condition) THEN (expression) ELSE (expression

To replace the (condition) and (expression) entries with valid statements, highlight the entry you want to replace, including parentheses. You can only replace one entry at a time.

Tip: Alternatively, you can delete the (condition) and (expression) entries, then place the cursor in the appropriate location in the statement before inserting a field.

Select a field from the Fields drop-down list to use in the calculation. You can select any existing project-related field defined in the project management database, including project codes, or any other user defined field that exists for your organization.
Click Insert Field.
Next, use the operator, relational operator, and expression buttons to build your statement.

Tip: Relational operators (<, >, =, <>) are only valid for the ‘IF’ condition statement.

For example, assume you want to categorize your proposed projects by calculating a number that corresponds to each project’s proposed budget. In this case, assuming you select Number as the Data Type, you could create the following statement:

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IF [Proposed Budget]<250000 THEN 3
ELSE IF [Proposed Budget]<500000 THEN 2
ELSE 1

Based on this example, projects with a proposed budget of less than $250,000 have a calculated value of 3; projects with a proposed budget between $250,000 and $500,000 have a calculated value of 2; and projects with a proposed budget above $500,000 have a calculated value of 1.

Click Save.

Tips:

You can define a statement only if the field has a ‘Formula’ calculation type.
Text values must be enclosed in quotes. For example: IF [Division]=”Marketing”. Additionally, only the = (equal) and <> (not equal) relational operators are valid for text values.
Numeric values do not require quotes. For example: IF [Proposed Budget]>500000.
Date values must be enclosed in quotes and follow the dd-mm-yyyy format. For example, IF [Start Date]>”01-APR-07″.

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