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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.

 

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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.

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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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