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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