Step 3: Reports
You can now create custom fields to pull the data from your Calendar table to be used in reports.
Make sure to set the aggregation for these custom fields to Maximum. This ensures that you do not under-report the required equipment count. Do not set the aggregation to None or Sum.
Create a custom field for each of the 'Total' fields on your Calendar Table. Next, create custom fields with the Expression Type of "Per Equipment".
These custom fields can then be used in Pivot Tables and Gantt Charts.
This pivot, called "Monthly Total Equipment", uses the three custom fields reading from the calculated fields summing the total equipment used per month.
"Monthly Per Equipment" uses the three custom fields with the expression type "Per Equipment" to present the equipment count per equipment, per month.
You can also use the custom fields in the Results section of your Gantt Charts to present expected equipment count requirements alongside your key data points.
