Formulas overview

Formulas are user-defined equations built from variables and used to calculate an estimate line item’s quantity. Formulas can also be referenced in a work item. When the item is added to an estimate, the formula, its variables, and the cost information are copied together. For this reason, the unit of measure for the estimate line item must match the unit of measure produced by the formula.


  • Variable codes must not contain spaces. For example, L S for Length of Slab is not valid.

  • Variable codes must not be a single character. For example, W or L is not valid.

  • If a formula uses a multiplier that's less than 1, such as 0.33, the value must include a leading zero.
    • Correct: Length * 0.33
    • Incorrect: Length * .33

  • Formula example:

    Concrete Slab (Cubic Yards) = (SlabL * SlabW * (SlabD / 12)) / 27

    Variables:

    Code Description Unit
    SlabL Length of slab FT
    SlabW Width of slab FT
    SlabD Depth of slab IN

Formula functions

Other

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Posted February 05, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.