Add a calculation unit

Owned by Oksana Vishchuk
Last updated: Jul 03, 2024
3 min read

  1. Go to the Configuration menu → System Values: Advanced → Calculation Units.

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  2. Click the Add button on top of the Calculation Units table. You will be directed to the Add Calculation Unit page.

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  3. In the Name field, provide the name of the new calculation unit.

  4. In the Symbol field, provide a unique symbol or abbreviation that will be displayed next to the value in all documents generated in the Home Portal (e.g., % for percents or char for character).

  5. Select the unit Type - decide whether it will be used to calculate volume, time, or percentage.

  6. (Optional) In the Exchange Ratio field, specify how the new calculation unit should be recalculated into the base system calculation unit. Provide the number of new calculation units that correspond to one base system calculation unit.

The exchange ratio is used for reporting purposes only and doesn't affect project data. To block the recalculation, enter 0. To learn more about the base system calculation unit, see the General Configuration – Settings – Defaults tab – 'Finance' section' article.

  1. Depending on the selected Type, different fields may appear.

  2. For Volume Calculation Unit:

    • Decide whether to Use this Calculation Unit in CAT Analyses.

    • If yes, provide the CAT Quantity Conversion Expression, i.e., the rule for converting this new calculation unit to the quantity unit used in CAT analysis.

    • (Optional) From the Bind with File Statistics drop-down list, select which file statistic units (characters, words, lines, or pages) this new calculation unit should be linked to.

  3. For Time Calculation Unit, provide the Time-to-Quantity Conversion Expressions, i.e., the rule for converting this new calculation unit to the time quantity unit used in the Home Portal.

  4. Decide whether this calculation unit should be Active and thus selectable.

  5. Decide whether this calculation unit should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  6. Decide whether this calculation unit should be a Default one.

  7. (Optional) In the Job Types section, select the job types to which this calculation unit should be available. Double-click on the job type to move it to the Selected Items or Available Items list, or use the buttons between the lists.

  8. Click the Save button.

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