Add a new formula that uses entered values

  1. Open a job in the Manage Estimates screen.
  2. From any tab, click Calculator .
  3. Click Formulas.
  4. In the Convert from Units field, click to select the unit that you want to convert from in the new formula.
  5. Verify that the formula you want to create does not appear in the list of formulas.
  6. Click New.
  7. In the Name field, enter a descriptive name for the formula.
  8. In the Description field, enter a detailed description of the formula.
  9. In the spreadsheet area, enter instructions for using each cell in the formula and clarifying instructions as needed.
  10. Enter 0 (zero) in each cell where you want users to enter information.
  11. To change the shading of a cell in the worksheet area, click on the cell and click Toggle. Instruction cells must be gray and data entry cells must be white.
  12. In the Answer area, enter a description for the result in the Description field.
  13. In the Unit field, enter the unit for the result.
  14. In the Formula field, enter the mathematical formula to generate the result. Use coordinates (for example, B1) to reference the cells in the spreadsheet area.
  15. When you finish entering the formula, click Test to test the formula with a working total value of 10.10.
  16. The filled in area of the spreadsheet is displayed. Follow your instructions in the gray cells and enter values in the white cells.
  17. Click OK.
  18. Once you have finished testing the formula, click OK.
  19. Click Cancel.
  20. Click Cancel.