Rollup Reports
Rollup Reports Overview
Project, Resource, Labor Assignment, and Financial Assignment Rollup reports summarize values from their basic record type (e.g. projects) to values in fields specified by the user.
There is no limit on the number of fields selected for a rollup, i.e. rollups can be specified to any depth.
Project, Resource, and Labor Assignment rollups are in the PMO area; Financial Assignment rollup is in the Financials ($) area.
All four Rollup pages have common or similar controls, buttons and behavior.
1. Page title: {Current hierarchy selections}
2. Collapse All / Expand All buttons
3. Page specific rollup structure button
Project Rollup Project hierarchy (program/parent structure)
Resource Rollup Resource OBS node structure
Assignment Rollup [None in current release; defaults to project name-required skill.]
Financial Rollup Project hierarchy (program/parent structure)
4. User hierarchy definition button (see Define Rollup Dialog and Rollup page sections below)
5. Value type selection button (see Rollup page sections below)
6. Color definition dialog (on all except Financial Rollup page)
7. Refresh data button
Define Rollup Dialog
Click the Define Rollup button to launch the Define Rollup dialog.
Select one or more fields from the left pane and click the arrow right button.
This moves the fields to the Selected Columns pane at the right side of the dialog.
Select one or more fields from the right pane and click the arrow left button.
This moves the fields to the Available Fields pane at the left side of the dialog.
The hierarchy order is set by selecting a field and dragging up or down.
Click the Apply button to display the new rollup.
Project Rollup
Value Types
Demand
Shortfall
Allocation
% Allocation (of Demand)
Define Rollup Fields
Project Data
Resource Rollup
Value Types
Demand
Capacity
Variance
% Utilization (of Capacity)
Define Rollup Fields
Resource Data
Assignment Rollup (Labor Assignments)
Value Types
Demand
Shortfall
Allocation
% Allocation (of Demand)
Define Rollup Fields
Project Data
Resource Data
Effort Forecasts
Rollup [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]