Creating a formula property
Navigate to the New property definition page
- Sign in to Mingle as a project administrator and open the project you want to change (if you're not already working in the project).
Click the Project admin tab.
Mingle displays the Project settings page.
if you are logged in as a project team member, Mingle displays the Team page.
Click the Card properties link.
Mingle displays the Card properties page with all properties setup for this project.
Click the Create new card property link.
Mingle displays the New property definition page.
Define the formula property
Select the Formula radio button
Enter the formula to be used in setting the property value.
You will need to enclose in quotes any property name that includes spaces or arithmetic symbols (such as + or -).
For example if the property name is: Estimate - initial; then you would need to enter "Estimate - initial" or 'Estimate - initial'.
Numeric results will be a decimal number, and will display with the chosen numeric precision.
Formulas can reference the following:
- Any numeric, aggregate or date property that is common to all of the Card Types that you want the formula property to apply to
- Any numeric constant e.g. 5, 1.25, and so on
Formulas may not reference the following:
- Date constants, so you cannot hard-code a date as part of a formula
- Card properties which are not numeric or date based
- Card properties which are not available to all of the selected card types
- Other formula properties
- Project level variables
You can use the following arithmetic operators
- / division
- * multiplication
- + addition
- - subtraction
- operator precedence is /, *, +, - in this sequence
- you can use parenthesis ( ) to construct more complex expressions, e.g.:
((a + b) * (c + d)) / (e + f)
You might want to take a look at some examples.
Select whether or not to replace any (not set) numeric property values with zero.
This option allows you to specify how numeric property values that are (not set) will affect the calculated value of the formula. By default, if the value of any property within a formula is (not set) then the result of the formula calculation will be (not set). You can change this behavior to replace (not set) values with zero. See examples of how this option affects formula results to learn more about this option.
Select which card types the formula property should apply to
The card properties used in the formula must be common to all of the card types selected here
Click on the Create property link to save the formula property