Formula tabs of the KBI Set Config section in Forecast Structure

In the Forecast Structure screen, when you select Calculated from the Type drop-down list in the General tab of the KBI Set Config section, the Formula tab containing the formula building buttons becomes available.

For more information, see KBI Set Config section of Forecast Structure.

Formula tab of the KBI Set Config section in Forecast Structure

Fields on the Formula tabs (Formula, Labor Formula, Budget Formula) of the KBI Set Config section

Field Description Notes
Formula buttons

Insert KBI

Build your formula by choosing KBIs from a list. The fields in the resulting dialog box include:

  • Search—Search for a KBI.

  • Table—Table of available KBIs:

    • KBI Name—Name of the KBI.

    • Code—Unique identification code associated with the KBI.

    • Item In Use—Whether the KBI is in use. Check marks appear next to KBIs (including nested KBIs) that have already been included in the current formula. This indicator prevents you from unintentionally duplicating the use of a KBI in a formula.

      Note: An information icon ( ) with a tooltip indicates whether KBIs are already included with the same Days Offset in the current formula.

  • Days to offset—Once you have selected a KBI, there are three choices for the value you want to give it:

    • Previous day's value [expressed as a negative number].

    • Current day's value [expressed as 0].

    • Future day's value [expressed as positive numbers 1,2,3, and so on].


Insert Operator

Enter the type of operation you want to perform:

  • Addition ( + )

  • Subtraction  ( − )

  • Multiplication  ( * )

  • Division  ( ⁄ )

  • Modulo ( % ) (divide and return the remainder)


Insert Function

Choose from a predefined set of functions. Depending on the function you choose, different dialog boxes appear.


Formula Builder

Opens a wizard that guides you through the steps of building a formula. The Formula Builder works best when creating new formulas rather than editing existing formulas.

  • A KBI Value—Choose a KBI to insert into the formula.

  • A Special Function—Choose a function to insert into the formula.

  • Numeric Constant—Use a specific number in the calculation.

Note:Unifocus recommends using the Formula Builder to create formulas. Using the Formula Builder will ensure that you are using the correct syntax.


Clear

Clears the formula field to start over.

Note: This function clears the whole field, not just a portion of the formula.


Formula display

Formula field

Displays the complete, editable formula that you build using the buttons. You can manually edit the formula in this field.


Formula Preview

Displays the complete, read-only formula that you build using the buttons.

Read-only.