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Custom Time Phased data field based on Staffing Requests PLUS Project Assignments


stefan.kolip
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To achieve some PS forecasting, we were wanting to make a custom field that would take the Time Phase Data of Staffing Requests + Project Assignments for a Project and multiply the Sum of the Hours with a calculated dollar value. We are not seeing a way to sum both Staffing Requests and Project Assignments in a Custom Field. Any advice on how we can achieve this?

Best answer by Limori

Hi Stefan

You might be able to achieve this by creating custom fields of type ‘Relation Summary’ whereby you sum up all Requested Work from Staff Time Phased Data 

 

and Project Assignment from Labor Time Phased Data:

 

You would then need to create a 3rd custom field to sum up those two value and a 4th to calculate the US$ value.

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Limori
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  • December 24, 2024

Hi Stefan

You might be able to achieve this by creating custom fields of type ‘Relation Summary’ whereby you sum up all Requested Work from Staff Time Phased Data 

 

and Project Assignment from Labor Time Phased Data:

 

You would then need to create a 3rd custom field to sum up those two value and a 4th to calculate the US$ value.


stefan.kolip
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  • January 13, 2025

Thanks Limor for the response. Appreciated.
I will discuss with our BuizAdmin - but I learned that relation summary fields are pretty “costly” as rare.

Anyhow, the suggestion sounds great!


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