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Wednesday, April 29, 2026

Zoho Projects - Summary Field for Data Aggregation

Zoho Projects has added a new Summary field custom field type that calculates aggregate values like sum, min, max, and count from related modules. This helps teams analyse project data without manual calculations.

Zoho Projects - Summary Field for Data Aggregation
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Zoho Projects has introduced the Summary field, a new custom field type that automatically calculates aggregate values from related module data.

  • The Summary field supports aggregation functions including sum, min, max, count, record count, and unique count.
  • It pulls values from a selected related module directly into the parent entity column, such as Projects, Phases, or Tasks.
  • You can use it to compile data like total expenses, average spend per category, total tickets handled, or average resolution time, depending on your use case.
  • Both default and custom modules can be added as related modules to pull data from.
  • Up to five Summary fields can be created per module.
  • The field eliminates manual calculations and provides real-time aggregated insights.

Availability: Enterprise plan and above. Can be added to Projects, Phases, and Tasks layouts.

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