Customized Budget Calculations

What You Can Do

Create your own budget calculations using formulas and show the results in a dedicated column.

Create a Formula Column

1. In the Edit Budget View dialog, select the column type Formula.

2. Enter your formula using the formula editor.

Formula Components

Supported Operators

Use basic math symbols: +, –, *, /, ( )

Available Data Types

• Budget values: Planned, Target, Committed, Actual, Projected, Remaining, MDF

• Fees – see Fees

• Exchange rates

• Numbers

For budget value details, see Expenses.

Calculation Options

Time-Based Values

Budget values, fees, and exchange rates are calculated by time period. For planned values, the formula always uses the full timeline (including adjustments).

Compare Across Years

You can calculate and compare data for:

• a fixed year

• or the currently selected year

Currency and Child Activity Settings

• Choose whether to include values from child activities.

• Decide whether to use working or reference currency.

• If available, choose between primary and secondary exchange rates.

Exchange Rate Variables

When using exchange rates:

• Specify the target currency (based on the reference currency).

• If no rate exists for the selected period, the variable returns 0.

Export and Display Settings

Include in Export

You can include your custom calculations when exporting. See Exporting Planning Data.

Color Customization

• Default: positive values = black, negative = red

• Optional: define custom font and background colors

Tips

• Calculate per month – each month requires its own column.

• For a how-to, see Creating Custom Budget Calculations.