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This is how to calculate the Budget Link user field using the calculation form.
Set up :
If there are multiple fields to add ensure that 'Allow multiple' is clicked. This will enable the user to select multiple rows on the form, allowing for multiple rows to be added/summed :
Step 1: Go to Configure, Form Types and click 'Calculation' form. In form designer add the Budget Link user field from User Fields section
Step 2: Add a control list and include the user fields of items you would like to calculate in this form, along with the 'Calculation' user field
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Step 3: Go to 'Calculation' user field on the right hand side in the control list and click 'Edit'
Step 4: Under 'Calculation' section, click the + button to add a user field. Then select the type of user field you want to add together
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Now that it's configured in the form, lets have a look at what it looks like as a user :
You can select multiple rows in the Budget link dropdown menu, and the system will sum it up :
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In a list table it works the same way. You can select multiple rows in the Budget link dropdown menu, and the system will sum it up :
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Report on additional Contract Admin values:
You may display the budget link user field as a number of other values from your budget. You can configure which value you wish to display using the 'Display As' drop down menu :
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'Display As' options that are available are listed below :
Approved Budget
Original Budget
Proposed Adjustments
Approved Adjustments
Variance to estimate
% Completed
Contract Amount
Contract Variations Approved
Contract Variations Pending
Contract Committed to Date
Forecast Final Cost
Previous Variance
Various to Previous
Pending Claims
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