Ooh thatâs a tough one @Arthur_BEGOU, but doable. I have built similar systems but not one that adds earned leave days throughout the year. Conceptually, I would approach this as per @lpb good tip here whereas a âLeave daysâ number field has positive values for âearned daysâ while the âleave days takenâ would be negative values, thus getting a sum of how many days are left.
The negative leave days would be generated by a leave submission form, which could be processed within a âback-endâ project before any âapprovedâ leave days are then added to a public âapproved leave daysâ project for all to see. I use Flowsana.net to invert the positive values (inserted from the form) to negative values - otherwise, the HR member/reviewer can insert these manually, based on the requesterâs leave start/end dates.
In a separate âback-endâ project (managed by HR), I would set up everyoneâs âearned leave daysâ as one task for each person which recurs every 2 months with a +2 days number value. With a rule that when dude date is today â complete task, then upon completion, it would create a new task for another +2 days. All these tasks would be multi-homed to a comment-only member-facing project, filtered by dynamic âMeâ so they can only see their leave days left. Alternatively, if you have a small team, you could set up one private project per member, which could all roll up into a Portfolio so that HR/MGMT can also see each personâs leave days left.
I think you get the gist, all this can run using rules, and, as you can see, without any formulas included - they will not do this for us just yet. I am planning on creating a video series for everything around leave days⊠hopefully Iâll get around to that soon, maybe before this is all natively possible within Asana!
Thank you very much for the information; itâs truly helpful!!
Do you know if itâs possible to calculate the number of days excluding weekends? Iâm trying to create a task to track the number of vacation days, but it includes Saturdays and Sundays, and I would prefer not to include them in the calculation.
Great question! Unfortunately, there isnât a native formula in Asana that can do this. You could subtract 2 days for each week to account for a weekend but that may still not be accurate if a leave date is less than a week, you canât tell if it will cross over a weekend or not.
Therefore, I tend to use a simple number field to be filled out by the form submitter, and then checked by a human, i.e. perhaps the HR manager who checks that all data within a form submission have been correctly filled out, before âforwardingâ for approval(s).
@Richard_Sather Thank you for all your help with peoples questionsâŠ
I am trying to figure out how to keep a running tally and reduce it each taskâŠ
e.g. I have a bucket of 10,000 units in a project, and I use a task to capture usage of the units, say Task#1 uses 400units, Task#2 uses 300 ect⊠is there a way to show remaining units either in each task or for the project? I donât see anywhere to add in the Sum of a custom field in the advanced formula.
Thank you for your nice comment.
Iâm not sure that a formula field is what you need in this case. I think you could create your tasks as per below, while using a simple number field for your units:
Task name
Units (number field)
Task 1
10,000
Task 2
-300
Task 3
-400
SUM
9,300
If you use positive and negative numbers you could get your tally from the SUM function at the bottom of your list. And you could also create charts in your projectâs Dashboard.
Here is a useful guide that you could also refer to:
So you would need an advanced formula field called âUnits Remainingâ to be as such:
10,000 - âUnits used to dateâ field
That is assuming that you always start with 10,000 units for all those tasks in this particular project.
You could use this field as a local formula field per project and simply edit the 10,000 to another number, per project. i.e. donât add into your library, unless you call it specifically, for example âUnits remaining from 10,000â.
Yes thank you, seems a formula per project is the way to go for that.
Was hoping there was a way to auto calculate the âUnits used to dateâ (running tally including that tasks units) so that the entry would be only need to be units, but without being able to reference the declining balance from the previous task I cant see a way to do that.
Hey everyone, Iâve put together a list of formulas that use the new TODAY input that you can easily copy/paste into the Advanced formula editor, to use in your projects:
Hi @David_Jane , we canât natively control or define the format of a Formula fieldâs output, yet. However, if a number field is formatted without any decimals, then when that field is used as an input, along with certain functions, the output will remain without decimals, also.
