Formula to Track Budget

Platform discussions Special workflows & use cases
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1

I am trying to create a table the analyzes a number column to determine if we finished over budget, under budget, or on budget, however, I want it to only calculate that when Project Status is “Done”.

  1. When Remaining Edit Hours is >0 we are under budget, when Remaining Edit Hours is =0 we are on budget and when it is <0 we are over budget.

Additionally, is there a way to fill the column with something else besides the red (!) when a project is not marked as done?

1 Like
2

You could use a formula column and some IF statements.

If({Project Status} = "Done",
    If({Remaining Edit Hours} > 0, "Under Budget",
        If({Remaining Edit Hours} < 0, "Over Budget", "On Budget")
    ),
   "In Progress"
)
3 Likes
3

That worked perfectly, thank you!