How do I use the formula editor for custom columns and KPIs?

Topic Overview

• Using the formula editor for custom columns
• Adding custom columns as KPI cards to the dashboard

Using the formula editor for custom columns

In Cost controlling, you can now use an advanced formula editor when creating custom columns. This allows you to flexibly combine multiple fields, calculations, and functions.

1. Open Cost control.
2. Click on Manage columns and select Add column.
3. Use the formula editor to build your desired calculation from various data fields and mathematical functions.
4. Save the new column to use it in your view.

Adding custom columns as KPI cards to the dashboard

You can display your created custom columns from Cost controlling as KPI cards on a single-project dashboard. This helps you keep track of important project-related metrics at a glance.

1. Open Dashboard in a single project.
2. Add a new KPI card and select your previously created custom column as the data source.

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