Calculating Backlog

To calculate backlog on a region, practice or group:

  1. On the Region, Practice or Group tab, open the record on which you want to calculate backlog.
  2. Click Calculate Backlog
  3. Complete the fields described in "Backlog Calculation Fields".
  4. Click Calculate.

The Backlog Calculation Detail page appears with a related list containing each backlog detail record.

To view other backlog calculations, display the region, practice or group that you carried out the calculation on and scroll to the Backlog related list. See "Region, Practice and Group Fields". You can also access backlog calculation detail records from the region, practice, group or project related lists.

To schedule a backlog calculation:

  1. Repeat steps 1 to 3 mentioned earlier.
  2. Complete the fields in the Schedule section of the Calculate Backlog page. See "Backlog Calculation Fields".
  3. Click Schedule.

Related Information

Backlog Calculations

Reference Materials

Backlog Calculation Fields

Backlog Calculation Detail Fields

Backlog Settings

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