Formula – custom field

You can create formula type custom field on the workspace level. The Formula field allows users to combine values from existing default and custom fields and perform mathematical operations on them.

⚠️ Formula is available only with paid plans. Only workspace administrators can create custom fields.

Creating formula

Go to custom field settings and add a new field. Then choose type formula.

Then, click to edit formula.

Express Webinar on Formula custom field usage

Formula examples

Here we provide ideas / examples on how to use formula field type. You can copy the text and paste it into your formula settings.

⚠️ some formulas require other custom fields to be created prior.

Estimated hours vs tracked time ratio

{estimation} / {totalLoggedTime}

Estimated hours vs tracked time net

{estimation} - {totalLoggedTime}

Calculate project task cost including custom rate and increase it by 10% margin (requires other custom fields)

{totalLoggedTime} * {Rate} * 1.1

Calculate product backlog item RICE score (requires other custom fields)

{relevance} * {impact} * {confidence} / {effort}

Progress by estimation

{estimation} * {progress} / 100

Total hours based on duration

{duration} * 8

Profitability based on loggedtime and external/internal rates (requires other custom fields)

{estimation} * {billable rate} – {totalLoggedTime} * {internal rate}

Supported math functions

Rounding – round(number) or round(number, x) where x – decimal places.

round({totalLoggedTime}/{budget}*100) & “%”

Ceiling – ceil(number).

Flooring – floor(number).

Choosing the largest number from array – max(number1, number2, …)

Choosing the smallest number from array – min(number1, number2, …)

Logical comparison “if” statement – if(condition, if true, if false)

Uppercase string – uppercase(“string”)

Lowercase string – lowercase(“string”)

Concatenate – concatenate(“string”, “another”, “string”)

Full default and custom fields list

Filtering by Formula Values

Formula fields are not only for display — you can filter a board by formula values. This lets you define precise conditions and narrow a view down to exactly the items that meet them, instead of sorting through everything by hand.

Comparing Plan Against Actuals

Formulas work with Baseline fields, which hold the originally planned values for an item.

By calculating the difference between a baseline value and the current one, you can surface schedule, effort or budget deviation as a number on the item itself — and then filter or report on it. Saving and reverting baselines is covered on the Gantt page.