# Formula custom fields

Formula custom fields are available to all Asana Business and Enterprise customers.

With formula custom fields, you can perform calculations directly in Asana, making managing data easier and significantly enhancing your productivity.

Some examples of when you can use formula custom fields are:

 Example Formula Capacity management Effort = [Quantity of weeks] * [Allocation] Time to complete [Completed at] – [Created at] Time/amount overdue [Completed at] – [Due date] Billing [Amount per hour] * [Total hours] Estimated hours ([Due Date] – [Start Date]) * [Hrs per week] Burn rate ([Starting Balance] – [Ending Balance]) / [Number of months] Prioritization ([Weight] * [Input]) + ([Weight] * [Input])

You can add these new formula custom fields to your domain’s global custom field library.

## Adding basic formula custom fields

By leveraging the add, subtract, multiply, and divide operators, you can perform a wide range of calculations within Asana and gather powerful insights about your work. Use these formulas to efficiently manage numerical data when creating budgets, analyzing sales figures, calculating capacity, and many more scenarios. #### To add a formula custom field:

2. Select Formula as the field type
3. In the Formula builder, you can use any existing numerical custom fields
4. Choose from AddSubtractMultiply, or Divide
5. Click Create field Here, the Event manager wanted to compare resources. To do so, they calculated the difference between the budget and what they spent, so they created the Difference formula custom field. The formula they used in the formula builder was Budget minus (-) Spend.

Another example of when you can use a formula custom field is when you’re trying to calculate your team’s capacity. Here, the Event manager calculated the difference between the Estimated time and the Actual time for each task to see which task took more or less time than expected. The formula they used in the formula builder was Estimated time minus (-) Actual time.

Other examples of when you can use formula custom fields are:

• Capacity management: Quantity of weeks times (x) Allocation = Effort
• Time to complete: Completed at minus (-) Created at
• Time/amount overdue: Completed at minus (-) Due date
• Billing: Amount per hour times (x) Total hours (by person)

You can add these new formula custom fields to your domain’s global custom field library.

With advanced formula custom fields, you can create more complex formulas with more than one operator. 2. Select Formula as the field type
3. In the Formula builder, click Switch to advanced mode
4. From here, you can start typing a function or field or select them from the Functions and Fields menu

## Sorting numeric custom fields

You can sort your formula custom fields by ascending or descending. #### To sort:

1. Click Sort
2. Select the custom field you want to sort by
3. Select Ascending or Descending
4. Click Apply
5. You can also click on the drop-down next to the custom field to sort

## Reporting on formula custom fields

Use formula custom fields when creating charts to visualize data. #### To create a chart using formula custom fields:

1. Navigate to the Dashboard tab
3. On the Y-axis, select the formula custom field
4. Click Create

Learn more on how to create charts with our Reporting Help Center article.

## Using formula custom fields as effort in workload

You can use formula custom fields as the effort when creating universal or portfolio workloads. For example, here we are using the formula custom field Capacity as the team's effort.

## Using formulas in portfolios

Portfolios allow you to oversee multiple projects and gain a comprehensive view of your organization's initiatives. By incorporating formula custom fields into portfolios, you can perform calculations, track key metrics, and generate insights across various projects. Formula custom fields enable you to enhance decision-making, optimize resource allocation, and gain a holistic understanding of your portfolio. ## Using formulas in bundles

Bundles are powerful tools for standardizing processes and ensuring consistency across multiple projects. By incorporating formula custom fields within bundles, you can perform calculations and track key metrics specific to your standardized processes. #### To add a global formula to a bundle:

1. From the Customize menu, navigate to bundles
2. Choose the bundle you want to edit
3. Click Edit
4. Scroll down to Fields and click +Add custom field
5. From here, you can create a new formula custom field or choose an existing global formula custom field from the library
6. Click Continue and then Apply changes
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