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Formulas

The Planning module has the ability to utilize assemblies, or predefined set of items, for estimating purposes.
 
Navigation Path:  Planning > Setup:  Formulas
Formulas
 
1

Header Information

Fill in the necessary information: * denotes a required field
  • Description    
2

Save

Click 2. Save to save your record.
3

Add

Click 3. Add to add a line item (variable) to the formula.
 
4

Variables

 
  • Enter the name of the variable.  Utilizing the name will allow the variable to be utilized within the formula.
  • Enter a description of the variable.
  • Calculation/Quantity:  Select the UOM associated with the formula.  UOM fields are setup in Portfolio>Lists.
  • Enter either a number or an expression.  If the field is left blank, the user entering a takeoff will be prompted to enter a value.