Summary Variables

Summary variables are variables that contain a single value.

Note: Cells with a gray background are locked. Cells with a white background can be edited by clicking inside them.

Column	Description
Name	Variable name as it will appear on charts. Names can contain any characters and spaces.
Variable Type	Indicates whether a variable is mapped, global or calculated (see the table below).
Data Type	Indicates whether a variable is a data series (Double) or a single value (Integer). Variables of the DateTime type appear on the list of start and end dates in the Gantt chart.
Unit Label	Label for units of measurement.
Default Value (Monthly)	Value that will be applied if no variable is mapped from a data source.
Is Currency?	Indicates whether the variable contains a monetary amount.
Aggregate Result	If this box is checked, the group-level value of the calculated variable is the sum of project-level values. This option is available only for calculated variables; for details, see Formula Editor.
Aggregation Method	Method used to calculate totals. Note that for calculated variables, this method is defined by their formula (see the explanation for Group Calculation Option in Formula Editor).
Is Target?	Indicates whether the variable is a target. For more information, see Targets.
Target Type	Maximum means that the variable value must not exceed the target value. Minimum means the variable value must not be less than than the target value. Rangesets both minimum and maximum.
Decimal Places	Number of decimal places in target values.
Ignore WI	Indicates whether the variable's working interest can be edited. If this box is checked, changes in working interest will not affect this variable. For example, this is used with prices.
Ignore POS	Indicates whether the variable's probability of success can be edited. If this box is checked, changes in POS will not affect this variable. For example, this is used with prices.

Variable Type

Variable types described in the table below.

Variable Type	Description
Mapped	Variables of this type are loaded from data sources. When you add a mapped variable, a row is simply added to the table, and you will need to map this variable in a mapping template for your data sources.
Calculated	Variables of this type are calculated in Portfolio. When you add a calculated variable, the Formula Editor will be opened (see Formula Editor).
Global	Variables of this type get their values from the Set Globals tab. They are used to enter 'constants' for modeling (e.g. prices or conversion factors), allowing you to avoid loading repeated data, and keep assumptions separate from the portfolio configuration. For more information, see Global variables.

You can also copy variables by using the Create Copy option in the Add menu or in the context menu.

If a variable is calculated, its formula will be displayed in the Calculated Variable Expression field when you select this variable in the table. To edit a calculated variable, select it in the table and click the Edit button next to this field.

To delete a variable, select it and click Remove.