Project rollups are totals of task values

 

 

Project rollups are just totals. They are totaled-up values in the Project Task view.

Rollups let you see at-a-glance the totals for all tasks. For instance, you might be interested to know how many hours are estimated for a certain project. This would be the total of the ‘Duration’ for all tasks. The task hours ‘roll up’ to the project level where you see the total.

Another example might be ‘Actual work’ which is the number of hours entered into the timesheet. All the tasks total up at the project level so you can see how many hours have been logged for the entire project. The total value you see is called the rollup.

Rollups occur automatically. You don’t need to do anything to cause a rollup. Totals are automatically calculated anytime a project task is modified or when time is entered into the timesheet. They are totaled up, even if a certain column is not being displayed. That means you can begin displaying rollup columns and immediately see their totals.

Here is a list of columns that automatically roll up to the subproject and project levels.

 

Column

Description

Duration

Estimated hours a task is expected to take

Actual work

Actual hours entered into the timesheet

Remaining

Duration minus Actual. Hours   remaining to complete the task

% Complete

Percentage of completion

% Status bar

Percentage in graphical form

Cost client

The cost the client is expected to pay for a task

Cost client actual

Actual costs incurred so far, based on timesheet hours

Cost client remain

Costs yet to be incurred

Cost salary

The salary cost for a task

Cost salary actual

Costs incurred, based on timesheet hours

Cost salary remain

Costs yet to be incurred

Start date

When a task should start

Due date

When a task is due for completion

Finish

When a task should be finished

Gantt

A graphical rollup encompassing start and finish dates

Material cost

Cost for materials to complete the job

Actual materials

Actual material costs incurred so far on a given task

Remaining materials

Remaining material costs for a task

Quoted cost

A cost that you quoted the client

Quoted duration

The hours you quoted the client

YTD Actual

Year-to-date actual hours, based on timesheet hours

 

 

Also see: Billing Rates, Client Billing Rates, Project Costing and Budgets

 

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