Custom fields are helpful for tracking pieces of information particular to your jobs or projects. With a custom number field, you can capture and track numerical data related to your jobs, projects, employees, or other aspects of work. Plus, in Table view, you can see the sum of the custom number field. It’s automatically calculated and visible in the bottom row. You can adjust the date range and filter which events are visible; so, you can quickly see only events that match certain criteria, and immediately see the sum of the numerical data (like hours worked, dollars billed, total weight of materials, etc.) for those events.
Using this function makes it easy to do things like:
- Track the weight of materials used for a given date range.
- Sum up your word count for each week or month.
- Sum the value of invoices for a particular client over a quarter or year.
- See total hours worked by a particular employee.
- Capture and track the cost of materials for a project.
- Create a custom number field for the data you want to track. Only the number type of custom field will provide automatic sums.
- Input the value in the number field for each calendar entry. You can make the field required to ensure that there must be input for each event.
- Go to Table view to see the automatic sum.
- Adjust the date range to see the number field summed up for a week, month, etc.
- Toggle sub-calendars and use filters to see the number field summed up only for events that meet certain criteria (e.g. only events on Project XYZ sub-calendar, or only events tagged as Client ABC jobs).
