Totals fields: Difference between revisions
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*Calculating totals, such as summing a number type task field in a project (e.g., budget, profit, or hours). | *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). | *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 summary 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. | |||
Revision as of 11:22, 15 October 2025
A project summary field is a tool that automatically calculates and displays aggregated data across project tasks. It is available in "Business" and "Corporation" plans.
Purpose
A summary 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 summary 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.