Totals fields

A project totals field is a tool that automatically calculates and displays aggregated data across project tasks. It is available in "Business" and "Corporation" 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

• Project Totals Fields: Tracking Profitability in Planfix

Go To

• Custom project fields
• Projects