Modify Formula and Recalculate Calculated UDF Values

Users with the Can manage calculated fields permission can modify the formula for a Calculated User Defined Field (UDF) and choose to recalculate and update all existing values accordingly. This ensures that all related data reflects the updated formula.

Note: For further details refer to Granting the right to Manage Calculated User Defined Fields.

This article explains how to modify formulas and recalculate values for Calculated User Defined Fields.

Caution: Calculated User Defined Field changes are not audited in Project Detailed Auditing.

To Modify a Formula

  1. Click the Edit button of a Calculated User Defined Field.
  2. From the Field Properties dialog box make the necessary modifications to the Formula.
  3. Click Save to save your changes and return to the Work Item Setup dialog box

To Recalculating the values of Calculated User Defined Fields

  1. Click the Recalculate Values button.

  2. Upon the confirmation box displaying click Yes to recalculate outdated values.

    Note: Clicking No will close the confirmation box and any calculated values will not be updated with the new calculation. Only new calculated values will be based on your new formula.

  3. Upon clicking Yes a new message box is displayed which reads: This process will be executed in the background and may take a few minutes. Would you like to receive an email with details of the result when the process is complete? 
    1. Click Yes to continue and to receive the email notification.
    2. Click No to proceed, however you will not receive the email notification.
    3. Click Cancel to cancel the operation to return to the Work Item Setup dialog box.