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Overview
The Project Rollups pop-up allows the user to roll-up in figures throughout Project Planning.
Field Descriptions
Rollups
| • | 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 - This makes the Allocated Amounts at the WBS level equal to the Scheduled Amounts from the associated schedules. |
| • | 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 - Sets the Fixed Fee or Labor Cap and the Percent Complete on a project. The level that the contract amounts are set to is done in Projects (Right-Click on Project - Contract Levels and Caps). Here a PA must select the WBS level that the contract levels will be set at. |
| • | Project Dates = Scheduled - This will set the Project Start and End dates to the first and last date that there is labor scheduled. |
| o | Include Non-Labor Scheduled - When checked, the update will include non-labor items as well. |
| • | Timesheet Allowable Dates = Project Dates - When checked, the start and end dates on the nodes of the plan become the Allowable Date Ranges for Labor on the project. More on Project Setup |
| • | Expense Allowable Dates = Project Dates - When checked, the start and end dates on the nodes of the plan become the Allowable Date Ranges for Expenses on the project. More on Project Setup |
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