A Workflow Rule can be created to populate a specific percentage or numeric value into a custom field, based on the Product category of the Project.
Only System Administrator Users can create Workflow Rules.
Navigate to Setup
Create > Workflow Rules
click New Workflow Rule
The Rule Criteria is: Project Product Category 'not equal to' Null
Evaluate the rule when a record is created, and every time it's edited.
Create a single Immediate Workflow Action:
Type: New Field Update
Use a Formula to set the Value in the custom Percent field:
In the example below, when the Project: Product Category contains the word "Crawlspace", populate 12% in the percentage field, if the Product Category field contains the words, "Total Basement Finishing", populate 10% in the percentage field, and so on...
Here is a formula that can be copy/pasted:
IF(INCLUDES(i360__Job_Type__c , "Waterproofing"),
0.12,
IF(INCLUDES(i360__Job_Type__c , "Crawlspace"),
0.12,
IF(INCLUDES(i360__Job_Type__c , "Wall Support"),
0.09,
IF(INCLUDES(i360__Job_Type__c , "Concrete Repair"),
0.12,
IF(INCLUDES(i360__Job_Type__c , "Total Basement Finishing"),
0.10,
IF(INCLUDES(i360__Job_Type__c , "Foundation Settlement"),
0.11,
IF(INCLUDES(i360__Job_Type__c , "Commercial New Const-Helical"),
0.04,
IF(INCLUDES(i360__Job_Type__c , "Commercial Retrofit-piers"),
0.08,
NULL))))))))