Adding a Roll-up Node

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Module:  Project Administration    

Applet:  Projects

 


Description: How to Add a Roll-up Node. Roll-up nodes allow multiple Bill Terms Nodes (Projects) to be connected together for the purpose of summarization in Project Management reports. When roll-up nodes are inserted above an existing WBS, the WBS path now begins with the roll-up node and is separated by a delimiting character from the rest of the WBS path, as established in Global Settings.

 

Once a node is inserted, new options appear in the Misc. group on the General Tab of Projects. These options are as follows:

 

Visible In Time/Expense - When checked, the Bill Terms Node (Project) is not part of the WBS path in time sheet entry and expense sheet entry.

 

Step 1 - To insert a node, right-click Create Roll-up Node in Edit Project Structure mode.

Note: A roll-up node cannot already exist for this WBS.

 

Add a Roll-up 1

 

 

 

Step 2 - When prompted, enter a code and name. Click OK, and the roll-up is added and shown on the tree.

 

Add a Roll-up 3

 

Add a Roll-up 4