Rollup Pages
This article explains how to use the Project, Resource, (Labor) Assignment, and Financial Rollup pages.
Rollup Pages Overview
Rollup pages provide a limited pivot table type of function; Project, Resource, (Labor) Assignment, and Financial Rollup pages summarize values from labor and financial assignment pages to field values unique to each type of page. The table below characterizes each of the Rollup pages.
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 rollup menus are in the PMO area; the Financial Rollup menu is in the Financials ($) area.
All rollup pages have common or similar controls, buttons and behavior.
1. Page title: {Current hierarchy selections}
2. Collapse All / Expand All buttons
3. Page specific rollup structure button
4. User hierarchy definition button (see Define Rollup Dialog section below)
5. Value type selection button (see Rollup Value Types section below)
6. Color definition legend (on all except Financial Rollup page)
7. Refresh data button
8. Filter Options button
9. View selection drop-down
10. Edit View button
In addition to the above, as of Release 8.1, the below items have been added to the control panel, to the left of #5 above (Value Type Selector):
- Clear Filters – Allows you to clear filters or filter zero rows
- View Selector – For choosing which rollup view you wish to see
- Edit Views – for creating your own custom views
Define Rollup Dialog
Step 1: Click the Define Rollup button to launch the Define Rollup dialog.
Step 2: 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.
(For example, for a Project Rollup, you might want to roll up by Manager. For an Assignment Rollup, you might want to roll up by Required Skill.)
To remove fields from the rollup hierarchy, 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.
Step 3: The hierarchy order is set by selecting a field and dragging up or down.
Step 4: Click the Apply button to display the new rollup.
Note: For Project Rollups, the available fields are all fields available for Project Data page views. For Resource Rollups, they are Resource Data page fields. For Assignment Rollups, they are all fields from Project Data, Resource Data, and Assignment pages. For Financial Assignment Rollups, they are Project Data fields.
Rollup Value Types
All rollup reports have a Value Type selector, which allows you to select what type of data you wish to see. Below are the available value types for each type of rollup:
Project Rollup
Displayable Value Types:
Demand
Shortfall
Allocation
% Allocation (of Demand)
Resource Rollup
Displayable Value Types:
Demand
Capacity
Variance
% Utilization (of Capacity)
Note: You can roll up the above information by primary skill (and/or other fields). These figures DO take into account skill assignments, for both primary and secondary skills. For a full list of the assignments, you can also use the Assignment Rollup (below) and define Required Skill as your hierarchy.
Assignment Rollup (Labor Assignments)
Displayable Value Types:
Demand
Shortfall
Allocation
% Allocation (of Demand)
Rollup [Financial Assignments]
Financial Assignment rollup has an option to display Forecast or Actual values In addition to the value type drop down menu.
Displayable Value Types: For each of the following, either Forecast or Actual.
Revenue
Capital
Labor
Expense (Non-Labor)
Total Cost
Field Filters
You can also use field level filters. Click on a dropdown next to any column header and choose “Filters.” The filter type will depend on the field definition for that column in Administration>Column Headings (text search, list selection, or numeric selection).
