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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