Advanced User Defined Fields (UDFs) use database stored procedures to perform complex calculations on various record categories within PSA. These UDFs can only be associated with Projects and Project Status Templates.
This article provides an overview of Advanced User Defined Fields and their application within PSA.
Note: To create the formula in an Advanced User Defined Field, contact your PSA Project Manager or Customer Success Manager to discuss your needs further.
Advanced User Defined Fields allow you to:
- Define a calculation schedule
- Choose to manually recalculate the Field instantly
- Keep the historical values for reference
- Choose to associate it to only selected Projects based on set filter criteria