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Conga Support

Building a Calculation

Administrators can set up a Profile Rule that includes a formula, which is calculated by Novatus and then used to auto-populate a field in a Company, Contract, or Project Profile screen, or a field in an additional form that has been captured in a Company, Contract, or Project Profile. Administrators build the formula using one or more fields in a Profile screen or an additional form, along with math operators and symbols, which identify the relationships between the fields. Static values can also be added to a formula if a constant needs to be applied to the calculation. In building a complex formula, preference indicators, which are denoted by parenthesis are used to encase the fields whose calculation must be performed before other components of the formula are calculated.

The fields used to build the calculation must be required in order to produce an accurate calculation. Therefore, Administrators must make any default fields in the Company, Contract, and Project Profile screens that are used in the formula required from the List Administration screen. For additional fields that have been added to the Company, Contract, and Project Profile screen, as well as the additional forms linked to Company, Contract, and Project Profiles, these profile and additional form fields must be designated as required from the Additional Forms Admin Browse screen.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions, and click on Profile Rules to display the Profile Rules Admin screen.

Note: If the Profile Rules link is not in your Admin menu, you do not have the permissions to use this feature.

B

Project Profile link

Click to display the Profile Rules Edit screen for the Project Profile.

Note: If you are building a calculation for a Company Profile, click on the Company Profile link under the Profile Type: Profile header. Similarly, to build a calculation for a Contract Profile, click on the Contract Profile link. To build a calculation for an additional form, click on the appropriate selection under the Profile Type: Company Additional Forms, the Profile Type: Contract Additional Forms, or the Profile Type: Project Additional Forms header.

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C

Add Rule button

Click to add a blank rule record.

Note: If the Profile Rule already exists, proceed to Step G.

D

Rule Name and Rule Description fields

Enter a name for the new rule in the Rule Name field, and then provide a brief description of the purpose of the rule in the Rule Description field.

E

Add Condition

button

Click to display three editable fields that will allow you to define the condition for the rule. The Field list contains a list of the available fields for the rule, and the Value list contains a list of possible options for the selected field. The Operation field contains an "In" option to include values, and a "Not In" option to exclude values.

Note: A profile rule can have more than one condition, or no conditions. If you do not want to add any conditions, proceed to Step G.

F

Field and Operation lists, and Value multi-select list

  • Make a selection in the Field list to identify the field you want to serve as the condition for the rule.
  • Select the In option in the Operation field if you want to write a rule that includes the selection(s) you will make in the Value list for the field you selected in the Field list. Select the Not In option if you want to write a rule that excludes the selection(s) you will make in the Value list.
  • Make one or more selections in the Value multi-select list to define all the items that will be affected by the rule.

G

Add Action button

Click to display three editable fields that will allow you to create an action for the rule.

Important: If you specified a condition, the Profile Rule action will only be executed when the condition is met.

H

Action Type list

Select Calculate Field in the list.

I

Field list

Select the field that you want Novatus Contracts to calculate. In this example, the Project Estimated Cost field is being calculated.

J

Value field

Click in the field to display the Formula Editor window.

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K

Variable list

Review the list of fields that can be used to calculate the value that should display in the field selected in Step I.

In the following example, the Project Estimated Cost field (Step I) is calculated by adding together the number of people from each department that will be needed for the project, and then multiplying the total number of people by their daily average rate of pay. To arrive at the total project cost, the daily cost of the resources is multiplied by the number of days it will take to complete the project. Finally, a 2% discount is applied to the estimated cost since the department who commissioned the project was promised this discount as part of a verbal agreement.

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L

Preference Indicators and Variables

  • Since the number of team members should be calculated first, the three Team Member Departments are enclosed in parenthesis ( ), which informs Novatus that the calculation contained within these Preference Indicators should be performed first. 
  • The Addition Indicator ( + symbol) is used to arrive at a total for the three preference variables.

Note: There are four Math Operators: Add ( + ), Subtract ( – ), Multiply ( * ), and Divide ( / ).

Important: Make sure there is a space between every variable, operator, and symbol.

M

Variables and Multiplication Operator

Two additional variables are added to the equation and both are multiplied (indicated by the * symbol) by the total value calculated for the preference variables. In this example, the total number of team members from the DEV, QA, and CS Departments is multiplied by an average daily pay rate, and that result is then multiplied by the number of days the team members will work on the project.

N

Static Value

A value that becomes a permanent part of the equation can also be added to the equation. In this example, the last step in the calculation is to multiply .02 by the result obtained from the previous calculations (i.e., apply a 2% discount to the project cost).

O

Save button

Click to save your information and build the calculation for the profile rule.