Financial Rollups
This article shows how to create each of the options for project financial rollup.
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.
Value Types
For each of the following, either Forecast or Actual.
Revenue
Capital
Labor
Expense (Non-Labor)
Total Cost
Define Rollup Fields
Project Data
[To be added: Financial Assignments]