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SUM Total Cost and Planned Cost for all projects under a Program in a Custom "Program" Form

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Level 3

Hello,

 

I have a feeling this solution is probably on here already but I'll ask again since I couldn't find anything via search.  

Scenario: I have a custom field used in a custom "Program" Form (meant only for programs) - called "Total Planned Expenses" and Total Actual Expenses. These are calculated fields with the sum ( {expenses field}, {other expense field} ) calculation inside it.  

What I want: Essentially I am trying to mimic the Cost fields I have shown in my image below ...

Screen Shot 2023-10-17 at 10.07.30 AM.png

 

... but I want to display this data in my Custom Form here ..


Screen Shot 2023-10-17 at 10.09.22 AM.png

 

What have I tried?
1. Calculated Field

2. Referencing the Fields (but it's not available in the field library to add) 

Screen Shot 2023-10-17 at 10.10.47 AM.png

What's odd is that I have the fields listed in the "Calculated" Field lookup section where you build your formulas but I can't add it as field in the form.

 

Thoughts? 

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1 Reply

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Employee Advisor

Because projects are considered a collection of a program (1 program consists of many projects) you wouldn't be able to pull a SUM of those projects / that collection into a program calculated custom field. The only way to do this would be to create a project report and group the results by Program Name and SUM the columns of Planned Cost and Actual Cost in your view.