Calculations Settings
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System Fields for Calculations
System fields are used in backend calculations. These fields can be used in a new field calculation as well. When creating a calculated field use the field backend name. Example: [assignmentrevenue]-[assignmentcost]=Esti...
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Manage Field Calculations
This article explains how to create and manage field calculations in OnePlan. These settings are available when the Advanced Settings are enabled. Go to the Admin pages, select Fields in the navigation. You need to creat...
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Schedule Automatic Field Rollups
This article explains how to schedule automatic field rollups. This requires field rollups to be set up. See Create and edit fields. Go to the Admin pages and select General in the navigation. Set a Schedule for Automa...