Financial Rollup Overview
The Financial Assignment Rollup report summarizes values from financial assignments to values in fields specified by the user.
For details on the operation and behavior for the Financial Rollup report, see the article Rollup Reports.
Value Types on Financial Assignments
Financial Assignment rollup has an option to display Forecast or Actual values in addition to the value type drop down menu.
For each of the following, either Forecast or Actual.
Define Rollup Fields
[To be added: Financial Assignments]