Totals fields
From Planfix
A project totals field is a tool that automatically calculates and displays aggregated data across project tasks. It is available in "Plan B" and "Plan C" plans.
Purpose
A project totals field is used for:
- Calculating totals, such as summing a number type task field in a project (e.g., budget, profit, or hours).
- Counting items, such as tasks that meet specific conditions (e.g., completed tasks, overdue tasks, or tasks in progress).
Benefits
- Flexible configuration – you can create any number of totals fields and link them to the required task parameters. For example, track total profit, active tasks, or ratings.
- Automation – once set up, the field updates automatically when task data changes. This eliminates manual recalculation and saves time, especially in large projects.
- Improved analytics and reporting – summary fields let you quickly assess project status by viewing totals, trends, and key metrics without generating separate reports.
How to add a summary field
- Go to Account management — Custom fields — Project fields.
- Click "New field" — "Totals field".
- Specify which task field to sum or count, and set task filter conditions if needed.
- Save changes.
The summary field will appear in the project card and update automatically when task data changes.
Usage examples
- Calculating the total "Profit" across all project tasks.
- Counting tasks with "Completed" status.
- Summing hours spent by assignees on project tasks.
Additionally