Inspire Planner Formula Fields

Last Modified On: May 6, 2026

See below for a definition of all Formula Fields in Inspire Planner and how they are calculated.

Project

Field Name	Definition / How It's Calculated
% Overdue	The percentage the Project is overdue (Days Overdue / Project Duration)
% Complete	Total Project % Complete based on the Project Tasks contained within the Project. For more information on how this field is calculated, please see Project - How % Complete is Calculated.
% Slippage	The percentage that the Project has slipped against the ((Actual Duration - Baseline Duration) / Baseline Duration). A negative value defines the project has completed ahead of schedule.
Actual Duration	The duration of the Project based on actual execution dates. Calculated from Project Actual Start Date and Project Actual Finish Date. This field reflects the number of calendar days between those dates and updates automatically when either date changes.
Baseline Duration	Defines the number of days the project will take based on baseline Start and Finish dates.
Cost Performance Index (CPI)	Measures the value of work completed against the Actual Cost. A CPI Value < 1 indicates costs where higher than budgeted while a CPI > 1 indicates that costs were less than budgeted (Earned Value / Actual Cost)
Cost Variance	The difference between Earned Value and Actual Cost. (Earned Value - Actual Cost)
Cost Variance %	The percentage of variance between Earned Value and Actual Cost ((Earned Value - Actual Cost) / Actual Cost)
Days Overdue (Project)	The number of days that the Project is overdue. If there is a Baseline Finish Date, it is calculated by taking the difference between the Actual Finish Date and the Baseline Finish Date. If there is no Baseline Finish Date, then it takes the difference between the current date and the Actual Finish Date.
Days to Completion	The number of days remaining until Project completion (Actual Finish Date - Today)
Duration	The planned duration of the project, calculated from the rolled-up Start Date and Finish Date values derived from related Project Task dates. This field represents the total number of working days or calendar days, depending on the Weekends Are Workdays setting.
Earned Effort	Effort earned based on % Complete of the Project (Total Planned Effort * % Complete)
Earned Value	Budget earned to date based on the Project % Complete. (Budgeted Cost * % Complete)
Effort Variance	The difference between the Total Planned Effort and Total Actual Effort for the Project (Total Planned Effort - Total Actual Effort)
Effort Variance %	The percentage of variance between Total Planned Effort and Total Actual Effort ((Total Planned Effort - Total Actual Effort) / Total Planned Effort)*100
Estimated at Completion (EAC)	A forecast of how much the total project will cost. (Budgeted Cost / CPI)
Finish Variance	The difference between the baseline Finish date and the actual Finish Date (Actual Finish Date - Baseline Finish Date)
Planned Value	Defined as the amount the Project should have earned based on current date against Project Duration and Budgeted Cost. If current date is less than Project Start Date, then Planned Value is at $0. (Project Duration - ((Project Finish Date - TODAY) + 1) / Project Duration) * Budgeted Cost) *This is not a formula field on the project, but is populated by the Inspire Planner Nightly Job. It is included in this help article to provide information on how this field is calculated.
Owner Name	Displays the Project Owner Name
Remaining Budget	The difference between Budgeted Cost and Actual Cost (Budgeted Cost - Actual Cost)
Remaining Effort	The difference between Planned Effort and Actual Effort (Total Planned Effort - Total Actual Effort)
Slippage	The number of days the Project has slipped against the baseline. Negative value means that the Project completed ahead of schedule (Actual Duration - Baseline Duration)
Start Variance	The difference between baseline Start Date and actual Start Date (Start Date - Baseline Start Date)

Project Task

Field Name	Definition / How It's Calculated
% Overdue	The percentage the Project Task is overdue (Days Overdue / Project Duration)
% Slippage	The percentage the Project Task has slipped against the original baseline ((Actual Duration - Baseline Duration) / Baseline Duration)
Days Overdue	The number of days that the Task is overdue. It takes the difference between the current date and the Task Finish Date.
Duration	The duration of the Task based on the Start and Finish Dates
Duration Complete	Calculates the completed duration/work completed for a task based on: the task duration the duration unit (days, weeks, months, years) the % complete (Done)
Finish Date Only	Task Finish Date
Finish Variance 1	The difference between the baseline 1 Finish date and the Finish Date (Finish Date - Baseline 1 Finish Date)
Finish Variance 2	The difference between the baseline 2 Finish date and the Finish Date (Finish Date - Baseline 2 Finish Date)
Finish Variance 3	The difference between the baseline 3 Finish date and the Finish Date (Finish Date - Baseline 3 Finish Date)
Finish Variance 4	The difference between the baseline 4 Finish date and the Finish Date (Finish Date - Baseline 4 Finish Date)
Finish Variance 5	The difference between the baseline 5 Finish date and the Finish Date (Finish Date - Baseline 5 Finish Date)
Remaining Budget	The difference between Project Task Budgeted Cost and Actual Cost (Budgeted Cost - Actual Cost)
Remaining Effort	The difference between Planned Effort and Actual Effort (Total Planned Effort - Total Actual Effort)
Start Date Only	Task Start Date
Start Variance 1	The difference between baseline 1 Start Date and Start Date (Start Date - Baseline 1 Start Date)
Start Variance 2	The difference between baseline 2 Start Date and Start Date (Start Date - Baseline 2 Start Date)
Start Variance 3	The difference between baseline 3 Start Date and Start Date (Start Date - Baseline 3 Start Date)
Start Variance 4	The difference between baseline 4 Start Date and Start Date (Start Date - Baseline 4 Start Date)
Start Variance 5	The difference between baseline 5 Start Date and Start Date (Start Date - Baseline 5 Start Date)
Slippage	The number of days the Project has slipped against the baseline. Negative value means that the Project completed ahead of schedule (Actual Duration - Baseline Duration)
sysCompleted	Checks whether the task’s current Status should be treated as a Completed status.
sysCompletedStatuses	References completed status values from custom settings.
sysParentTaskLookupId	Id of the Parent Task record. Used for validation.
sysTaskLED	Determines a task’s status color/health indicator based on how many days overdue the task is (green, amber, red).
Task Earned Value	Budget earned to date based on the Project Task % Complete. (Budgeted Cost * % Complete)
Task Health	Returns On Time, At Risk, or Late based on Duration, % Complete, Finish Date, and Days Remaining. On Time when: Required fields are blank (duration, % complete, finish date) Task is completed and finished on or before the planned finish date Task is not complete, but there is still enough time left Task is incomplete, planned finish date has not passed, and business/calendar day comparison passes (based on whether weekends are working days) At Risk when: Task is not complete and planned finish date has not passed and remaining effort is more than the remaining available time. Late when: Task is completed, but finished after the planned finish date (Actual Finish Date is later than planned Finish Date) Task is not complete and the planned finish date has already passed For more information, please see Project Task Health Indicator.
Task Health Indicator	This field displays a different image/icon depending on the value in the Task Health field.
Task Completion Rule	Determines the Assignment Completion Rule for a task. The formula checks: Is the task set to override the project-level rule? If yes - then use the opposite of the project rule If no - then inherit the project rule If project rule is blank - then default to "All to Complete"
Task Planned Value	Defined as the amount the Task should have earned based on current date against Task Duration and Budgeted Cost. If current date is less than Task Start Date, then Planned Value is at $0. (Task Duration - ((Task Finish Date - TODAY) + 1) / Task Duration) * Budgeted Cost)

Activity

Field Name	Definition / How It's Calculated
Budgeted Cost	Calculates the planned/budgeted cost for an assignment or task, depending on a system configuration setting. If use effort to calculate cost setting is TRUE, then budgeted cost = planned effort x billable rate. If use effort to calculate cost setting is FALSE, then use Project Task budgeted cost.
DueDateGroup	Categorizes task due date into time buckets. Instead of showing the raw date only, it returns labels like: Today Tomorrow This Week Next Month Past Dates
Parent Task	Reference to parent task name related to Inspire Task.
Planned Effort	Calculates the allocated planned effort for a resource assignment (% allocation x planned effort).
Project Name	Name of project related to Inspire Task.
Ready to Start	Identifies if all Predecessors have been met and task is ready to be started. Referenced from related Project Task.
Resource Type	Determines the owner/assignment type of a Salesforce task and returns one of these values - user, contact, or queue.
StartDateGroup	Categorizes task start date into time buckets. Instead of showing the raw date only, it returns labels like: Today Tomorrow This Week Next Month Past Dates
sysContactTaskEmail	Reference to Inspire Planner custom setting which defines if email notification should be sent to Contact for new task assignment.
sysTemplateTask	Determines if Task is related to Project Template. This is used as filter criteria for Resource Allocation calculation.
Task Health	Referenced from related Inspire Planner Project Task. Defines current health of Task based on Duration, % Complete, Finish Date, and Days Remaining. This field displays a different image/icon depending on the value in the Task Health field.

Resource Profile

Field Name	Definition / How It's Calculated
Resource Name	Displays resource name regardless if User or Contact
Total Hours per Day	Calculates the total daily resource capacity/hours available per day (number of resources x working hours per day).

Risks and Issues

Field Name	Definition / How It's Calculated
Priority Level	Calculates a risk score by multiplying impact level x probability level.
Priority Indicator	Displays a priority/risk indicator icon based on the numeric value of priority level. Returns a green, amber, or red icon. Green when priority level < 6 Amber when priority level > 6 and < 19 Red when priority level >19

Field Name

Definition / How It's Calculated

Priority Level

Calculates a risk score by multiplying impact level x probability level.

Priority Indicator

Displays a priority/risk indicator icon based on the numeric value of priority level. Returns a green, amber, or red icon.

Green when priority level < 6
Amber when priority level > 6 and < 19
Red when priority level >19

Time Entry

Field Name	Definition / How It's Calculated
Billable Amount	Calculates the total billable amount based on Billable Rate and Time Spent.
Labor Cost	Calculates the total Labor Cost based on Cost Rate and Time Spent.
Resource Name	Name of resource time entry belongs to. Determines between user vs contact.
sysFlagForCalc	Identifies if the record should be included in next rollup execution.

Timesheet

Field Name	Definition / How It's Calculated
Approver Name	Displays the name of the timesheet approver.
Hours Variance	The difference between Target Hours and Total Hours logged for Timesheet.