Calculated Fields Planfix CRM and Project Management System

Calculated Fields

Planfix is a system for managing company workflows. Its ease of use and customizations speed up teamwork.

features of calculated fields data tags data tags: step-by-step guide learn more about data tags
Add custom fields with data you use in workflows within departments such as finance, accounting, and sales, to calculate totals as needed.
Features of Calculated Fields — Calculated Fields

Features of Calculated Fields

Create custom calculated fields, and use variables and/or formulas in them that will be used to calculate the value of the field. Use calculated fields to calculate actual or predict costs.

Customize Planfix to meet company needs, making teamwork quicker and easier.
Data Tags — Calculated Fields

Data Tags

When working with data tags, you can always recalculate totals by changing the input data. Use the many system variables and formulas for simple analytics and complex analytical reports.

Data Tags: Step-by-Step Guide

With data tags, you can keep track of time, money, and other parameters of your business. Learn how easy it's to track expenses at the project, task, and employee levels to understand where your money is going.

Learn more about Data Tags

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