✔️ Available on Scale subscriptions. 1
What | Create formula custom fields
to make calculations based on
certain project or task
properties or custom field
inputs. |
Why |
|
Who |
|
When | Create a new formula field
for each
unique calculation you need to extract project or
task insights. |
What | Create formula custom fields
to make calculations based on
certain project or task
properties or custom field
inputs. |
Why |
|
Who |
|
When | Create a new formula field
for each
unique calculation you need to
make to extract project or
task insights. |
Before you
start
- Formula fields can combine existing number type project or task custom fields as well as some supported project and task properties.📝 If you do not already have project or task number fields set up, create them first before exploring formula fields.
- The fields that can be used to
build formula fields vary
depending on the custom report
type (project or task
report).
Use cases
As a project (or operations) manager, you want to
be able to calculate additional data insights based on existing project/task properties (ex. time, profit, cost) or numerical custom field values.
Examples:
- Hourly profit: Break down project profit per estimated or logged hour — divide profit total by either estimated or logged time.
- Average project cost: Understand effective (average) cost for everyone on the project — divide cost by logged time.
- Time remaining: Highlight the time remaining on tasks (to keep within estimates) so that assigned team members have visibility of the time they have to complete the work — subtract logged time from estimated time.
- Monthly revenue: Track monthly revenue for individual products — multiply a 'Unit
price' custom field by a 'Units
sold' custom field.
Create a formula
custom
field
Create formula fields from the custom
report builder.
Step 1:
Choose a report (new or
existing)
- Select Reports in
Teamwork.com's main navigation
menu. Don't see
it? Try
under the ...
More option.
- Next:
- New: Click Create custom report in the view's top right.
- Existing: Scroll to Custom reports and click an existing project or task report. You can then skip to step 6.
- Enter a report name.
- Select the report type — project
or task. These are the
report types that support
formula fields.
- Set the report's date range and
filters.
- Review the report's permissions.
Step 2:
Create a formula field
- Scroll
to Columns in
the report builder's left
panel.
- Click Add column.
- Click Create custom field at the bottom of the pop-up.
- Enter the field's name. This is the label that'll appear whenever the custom field is referenced.
- Set the field type to Formula.
- Select two existing fields (choose from supported task/project property fields or number-based custom fields). The available options depend on your report type — ex. if you're building a project report, only existing project fields are shown.
- Choose a calculation operator: plus, minus, multiply, divide.
- Set an output format or leave it set to default.
- Click Save field.
Step 3:
Enable the formula field in
the report
- Toggle on each column you want to display in the report. We suggest turning on the new formula field and the two associated fields so that you can track the data in the report.
- Click Update report. Click Save report if you're editing an existing custom report.
The formula field is
created and the custom report
is saved. Each time the
formula field's associated
number fields are populated
the formula field result is
auto-calculated and can be
viewed in the report.
Populate
custom
field data
If any of the fields used in your formula calculation are other custom fields, those fields need to be populated in order for the formula to display a result.
Populate
project custom fields
- Click Jump to in
Teamwork.com's main navigation
menu.
- Select See all
projects at the bottom of
the slide out panel.
- Click
the plus (+)
in the projects list's top
right.
- Hover over More.
- Toggle on both number fields
associated with your formula
field (aka the two
fields
set as the formula field's
calculation).
- Scroll to a project.
- Scroll horizontally to the number
field columns.
- Populate the number fields.
💡 You can
also
populate
project custom fields from the project
options view.
Populate
task custom fields
- Click Jump to in
Teamwork.com's main navigation
menu.
- Search for and select a
project.
- Switch to the
project's Table view.
- Click
the plus (+)
in Table view's top right.
- Hover over More.
- Toggle on both number fields
associated with your formula
field (aka the two fields
set as the formula field's
calculation).
- Scroll to a task in the
table.
- Scroll horizontally to the number
field columns you just
enabled.
- Populate the number fields with
relevant values.
💡 Using
List view? You
can also
populate
task custom fields from the task
details view.
View formula
custom
field results
- Select Reports in
Teamwork.com's main navigation
menu.
- Scroll to Custom reports.
- Select the project or task custom report you created with the formula field.
The two fields
referenced in the formula
field's calculation display
their current values. The
formula field calculates based
on those inputs and displays
the result.
In this example, we have an "Hourly profit" formula field:
- Profit number (default column) = billable total + total cost
- Hourly profit (formula field) = profit number / logged time
Edit a formula
custom
field
Edit formula fields from the custom
reports builder.
- Select Reports in Teamwork.com's main navigation menu.
- Scroll to Custom reports.
- Hover over a custom report.
- Click the vertical ellipsis (three dots) and select Edit. You can also click Create custom report to open the builder.
- Scroll to Columns in the builder's left panel.
- Hover over the relevant field and click the pencil icon.
- Next:
- Edit: Update the field's details, then click Update field.
- Delete: Click Delete field. The custom field is deleted immediately and is no longer listed on items previously using it.
📝 Want to
manage which columns show
in the report? Toggle
off existing columns to hide
them or click Add
column to apply more
columns to the report.
Best
practices
- Plan from the outset: Create
formula fields for the data points most
critical
to your workflows.
- Communicate the process: Share
custom
field requirements with your team and
encourage them to fill them out as they
create and manage work. Make sure they
know which custom fields are being used in
formula field calculations.
- Report: Include formula fields in
custom reports, ensuring you and your team
can easily track their outputs.
1. Also available on legacy
subscriptions: Enterprise.