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Rollup 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) 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.

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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    [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.

 

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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.

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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]

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