Define Custom Total Fields

Follow these steps to create a user defined total value field as a column in the main EVMax window. Once you create these fields, you can hide or show them in the main EVMax window. You can also include the custom total fields in report outputs.

1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
2. Select your project from the Project dropdown in the Ribbon Menu.
3. Select the Admin tab.
4. Click Custom Totals in the Ribbon Menu. A Custom Totals dialog box displays.
5. Create the custom result fields you need to build a custom total from the list of standard results.
   1. Enter a Name for the custom result field.
   2. Select Cost Codes from the Type dropdown.
   3. Select a specific cost code (for example, Budget) or select All from the Cost Codes dropdown.
   4. Select the applicable Results from the dropdown. Click on the check box at the beginning of each standard Result row to select the results you want to include.
   5. Click Add. The custom result field is added to the list of custom result fields you can use to build the expression.
   6. Create additional custom result fields as needed.
6. Create the custom total or expression field.
   1. Enter a Name for the custom total field.
   2. Select Expression from the Type dropdown.
   3. Click on the Expression ellipsis button. The Custom Calculation dialog box displays.
   4. Select the applicable Result from the dropdown. The available options reflect the custom result fields you created in Step 5.
   5. Click Add. The result is added to Expression section.
   6. Enter your custom calculation in the Expression section. You can also add other custom result fields to build your custom calculations. For example, you could add two custom result fields to create a subtotal.
   7. Click OK.
   8. Create additional custom total fields as needed.
7. Click Close to return to the main EVMax window.
8. Add the custom result field or total field as a column in the main EVMax window.
   1. Right click in a column heading and select Column Chooser. A Customization dialog box displays with a list of available fields.
   2. Select the custom result field or total field from the list and drag it to the position you want in the column headings.
   3. Close the Customization dialog box once you have added the columns you want.
9. Optional. Save your custom view for future use.
   1. Click Save View in the Ribbon Menu. The Save View dialog box displays.
   2. Enter a Name for your custom view.
   3. The Global check box is checked by default. If you want your custom view to be available to other users, leave it checked. Otherwise, click on the box to uncheck it.
   4. Click Save. The next time you open the main EVMax window, you can select your custom view from the dropdown in the Ribbon Menu.