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How to use User Defined Field in the Project Allocation Rules formula

  • 19 February 2024
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J
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I create a user defined field UsrMarkupPct in PMCostBudget. How can I user this field in the Allocation Rules formula?

I tried Amount Formula = =[PMTran.Amount] * (1 +[PMBudget.UsrMarkupPct] / 100)

But it doesn’t work.

 

 

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Best answer by junmao01 1 April 2024, 23:28

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Laura02
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Hello,

I have successfully used Attributes in Allocation Rules.  I understand, you are using a UDF field …. somewhat different.  I hope the example is similar enough to be helpful to you:

 

If this doesn’t answer your question, can you explain what “It doesn’t work” means in more detail, and show an error?

Thanks!

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
J
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@Laura02 

I tried PMBudgetExt.UsrMarkupPct, but get error message PMBudgetExt not found.

Chris Hackett
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Hi @junmao01 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
J
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No. I end up with a customization that overwrite the method CalculateFormulas in the PMAllocator graph.

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