Hi
I need to do a pure calculation of Revenue EAC at the work item level but I do not want to use the standard field since this includes several scheduling parameters.
So basically Actual Revenue + the revenue as forecasted by Remaining Effort * individual resource billing rates.
It's the bit with the resource rates (which may be different for different resources that I am stuck on).
Any pointers?
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Hi Peter,
I would suggest:
1. Create a relations summary field on the work item level = Remaining Effort * individual resource billing rates.
2. Summary Type, Custom= $C_RevenueEAC+LinkObject.RevenueRegularRate*(LinkObject.RemainingEffort/Hours(1))
3. Create another CF and sum up the first field with actual revenue.
Good luck!
Tamir
Hi,
I am trying to duplicate the below suggestion. For the first custom field/relations summary, what should I set the "Field Type" and what should the "Relation" be set as (both are required fields)?
Additionally, the check syntax is showing an error message for 'LinkObject.'
Any thoughts?
Thank you,
Matt
Hello Matt,
Create a custom field on the work item entity, set the field type to Currency >>field value is based on a formula of: Relations Summary >> choose a name for the field >> Set Formula >> Summary Type: Custom >> Relation: $Resources >> formula: $C_name_of_the_field_you_are_currently_defining + LinkObject.RevenueRegularRate * (LinkObject.RemainingEffort / Hours(1))
For example:
Let me know if this helps.
