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Roll-up Reports

This article explains how to use the PMO and Financial Rollup Reports, where you can roll up forecast and financial data by your choice of nested hierarchy fields.

Rollup Reports Overview

 

Project, Resource, Labor Assignment, and Financial Assignment Rollup reports summarize values from their basic record type (e.g., projects, resources, assignments) 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 rollup pages have a summary at the bottom that support color analysis.

All rollup pages have common or similar controls, buttons and behavior.

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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      Project Skill Hierarchy (defaults to project name-required skill.)

Financial Rollup          Project hierarchy (program/parent structure)

4.  User hierarchy definition button (see Define Rollup Dialog and Rollup Value Types 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

 

In addition to the above, as of Release 8.1, the below items have been added to the control panel, to the left of #5 above (Value Type Selector):

 

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  • Clear Filters - Allows you to clear filters or filter zero rows
  • View Selector - For choosing which rollup view you wish to see
  • Edit Views - for creating your own custom views

 

Define Rollup Dialog

You can define the rollup fields you wish to group your data by, using the instructions below:

1) Click the Define Rollup button to launch the Define Rollup dialog.

2) 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.

(For example, for a Project Rollup, you might want to roll up by Manager. For an Assignment Rollup, you might want to roll up by Required Skill.)

To remove fields from the rollup hierarchy, 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.

3) The hierarchy order is set by selecting a field and dragging up or down.

4) Click the Apply button to display the new rollup.

Note: For Project Rollups, the available rollup fields come from the Project database. For Resource Rollups, they come from the Resource database. For Assignment Rollups, they can come from the Project, Resources, or Assignments database. For Financial Assignment Rollups, they come from the Project Database.

 

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Rollup Value Types

All rollup reports have a Value Type selector, which allows you to select what type of data you wish to see. Below are the available value types for each type of rollup:

Project Rollup

Displayable Value Types:

Demand

Shortfall

Allocation

% Allocation (of Demand)

Resource Rollup

Displayable Value Types:

Demand

Capacity

Variance

% Utilization (of Capacity)

Note: You can roll up the above information by primary skill (and/or other fields), but keep in mind, these figures are based on the resources' assignments. Skill assignments are not included in the Resource Rollup, nor are secondary skills. For all assignments by skill, including skill assignments and secondary skill assignments, you would need to use the Assignment Rollup (below) and define Required Skill as your hierarchy.  

Assignment Rollup (Labor Assignments)

Displayable Value Types:

Demand

Shortfall

Allocation

% Allocation (of Demand)

Rollup [Financial Assignments]

Financial Assignment rollup has an option to display Forecast or Actual values In addition to the value type drop down menu.

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Displayable Value Types

For each of the following, either Forecast or Actual.

Revenue

Capital

Labor

Expense  (Non-Labor)

Total Cost

 

 

Field Filters

You can also use field level filters. Click on a dropdown next to any column header and choose "Filters." The filter type will depend on how it is configured for that column in Administration (text search, list selection, or numeric selection).  

 

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