I am working on adding two project fields to the project status area

 1. Total expenditure: Total actual labor revenue + total expenses (which is a custom aggregate field I ve created) 

2. Expected final cost: Total sheduled labor revenue + total expenses

 For some reason I cant add total actual labor revenue/sheduled labor revenue as data sources to my new custom fields i.e. they do not show up in the list in step 5. Is this because they are native Daptiv fields?

In http://community.daptiv.com/forums/p/958/2417.aspx#2417 it says that this is doable but I ve tried and it didnt work, any help appreciated

Mohamed,

I can't imagine why you can't add them up unless one is a text field and the other a numberic field.  If one is a text field, you can change the characteristics of the field (data type) to be a numeric field and it should be available for computation.

The short answer is those fields are not exposed in the Aggregate fields area.  My best guess is that the aggregate field function existed before the Revenue fields did and they were not scoped into the Aggregate fields area after they were created and added into the enterprise as native calculated fields.

Nor are those fields available in the calculation type either.   This is something that we need to add in to our product. 

Ok. Since posting this question I ve had a similar issue that your answer might apply to, but would you be able to confirm this please

 I have added a field into the task application called "milestone value", then I have tried to create an aggregate project field called "contract value" that sum up all the milestones value. The problem is that I can't select the task application in step 4 to be a source for this new custom field.#

From your previous answer, it might be because the aggregate field function once again existed before the task application! If thats the case this is definitley holding us up. So when you think this will be modified?

 Thanks alot

Mohamed

Mohamed,

You are basically working within an area of our product that we need to improve upon.  Aggregate fields have been around awhile but they never had included the tasks application - generally it was because project fields already existed that aggregated Task information (work hours, cost and more recently, revenue).   Unfortunately since the task application does not appear in agg fields, neither do custom task fields.  All of these elements, when pulled together with another application(s) (and its aggregate fields, like Expenses) would most likely need to have a report bring all of the information together in one place.

 Some things can be rolled up via views such as "Milestone Value" if you view them from the Task tab assuming the viewer is correctly seeing all projects on their view.  But again, you wouldn't see Expense information in the Task Tab. 

The improvement would be for our Calculation field to include all aggregates (native and custom) and standard numeric fields and for aggregate fields to display Task custom fields (since the others are accounted for).  One thing that would help is offering suggestions direct to our product team if you have a moment. 

http://www.daptiv.com/support/product_feedback.asp

I think today your best option for viewing the fields you've mentioned in a single place would have to come from a Crystal or Work Intelligence report.