If you are using item categories S (total) and O (operation), you can enter a formula in the Formula field.
You can also enter a text for the formula to have a better overview of the costing items.
Formulas must meet the following criteria:
A formula can have up to 50 characters.
Formulas must start with an equals sign (=).
The number of an item must be in quotation marks: '1'.
A range of items must be in parentheses.
The items in a continuous range must be separated by a colon (:).
The items in a split range must be separated by a semicolon (;).
Addition or subtraction of constants is not allowed.
The following editing functions affect the formulas in cost estimates:
Insert item as a new entry
Ranges in formulas with this item are extended.
Formulas whose items have been changed by the insertion are adjusted.
Delete or cut item
Ranges that include the deleted item are adjusted.
Formulas whose items are changed are adjusted.
If you delete an item that was directly named in a formula, an error message is issued and the position in the formula is marked with #.
If you delete more than one item which made up a range in a formula, an error message is issued and the position in the formula is marked with #.
Insert item from clipboard
Formulas whose items have been changed by the insertion are adjusted.
If the items were copied to the clipboard with Copy, the formulas in the copied items are not adjusted.
If the items were copied to the clipboard with Copy from..., the formulas in the copied items are adjusted based on the position at which they were inserted.
Explode base planning object
Items of category S from the base planning object to be exploded are not added. Items of category O from the base planning object to be exploded are assigned to item category V (variable). The operation value becomes the variable item value.
Formulas in the cost estimate in which you are working are adjusted if the items of the cost estimate are moved by inserted base planning objects.
Example of formulas for costing items:
Item | Item Category | Formula | Definition |
---|---|---|---|
1 | M | ||
2 | M | ||
3 | S | =('1':'3') | Total of items 1 and 2 |
4 | E | ||
5 | E | ||
6 | E | ||
7 | O | =('6')*0.5 | Item 6 multiplied by 0.5 |
8 | S | =('1':'2';'4':'7') | Total of items 1, 2, 4, 5, 6 and 7 |
9 | V | ||
10 | S | =('1':'10') | Total of items 1, 2, 4, 5, 6, 7 and 9 |
When you enter the item category S, the system proposes the formula in item 10. This formula is a continuous range which excludes items of category S. If you want to sum the totals for items 3 and 8, you need to enter a formula with a split range: =('3';'8').
Note
Decimal places are always separated by a period in the formulas, irrespective of user settings.
Further examples:
Item | Item Category | Value | Formula | Definition |
---|---|---|---|---|
1 | V | 0.10 | - | - |
2 | V | 0.05 | - | - |
3 | V | 10.00 | - | - |
4 | O | 5.00 | =('3')/2 | Item 3 divided by 2 |
5 | O | 10.10 | =('3')+('1') | Total of items 3 and 1 |
6 | O | 9.95 | =('3')+('2')-('1') | Addition of items 3 and 2, subtraction of item 1 |
7 | S | 35.20 | =('1':'6') | Total of items 1 through 6 |
8 | O | - | =('3')+2 | Invalid use of constants |
9 | O | - | =('3')-2 | Invalid use of constants |
10 | O | 10.10 | =('3';'1')2 | The constant is ignored |