Project Rollups

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Module:  Project Management    

Applet:  Project Planning

 


Description: The Project Rollups screen is how values are rolled up in Project Planning.

ProjMgmt_ProjectRollups

Roll-up Options

ETC = Scheduled - Make Estimate to Complete equal to Schedules. This takes the existing schedule for allocations looking forward, and updates the ETC amounts of the allocation.
Percent Complete = ETC - Makes Budgeted Percent equal to Estimate to Complete. This takes the Estimate to Complete of the allocations, and compares it to the Used Amounts to record the Percent Complete at the WBS level.
Allocated = Scheduled
Budget = Allocated - This makes the Budget Amounts at the WBS level equal to the Allocated Amounts from the associated allocations. This is available only when the project type is Plan or Opportunity.
Contract Amount = Budget
Project Dates = Scheduled - This will set the Project Start and End dates to the first and last date that there is labor scheduled.
Included Non-Labor Scheduled - This includes Non-Labor in the Project Dates = Scheduled calculation.