Sub Project Cost Rollup To Parent Project

[chrisp83]

Hello,

I'm struggling to be able to rollup my sub project costs to the parent project. OOB this doesn't seem to happen both on Helsinki or Istanbul.

If we look at the OOB field "Actual Cost" I can roll this up from Project Task to Sub Project however I then want to be able to rollup all my Sub Projects to the Parent Project, at the moment "Actual Cost" on the parent displays as $0 even though there's a total in the Sub Project.

Has anyone delt with this before? It's seems like it should work OOB after enabling it under the Project > Setting > Preferences. Or at least there might be a simple business rule i could implement?

Thanks for any help anyone can offer.

Chris

[Michael Fry1]

Under Projects > Settings > Preferences - there is a setting: Enable project cost rollup (estimated and actual) - updating the cost of a project task will update the cost of its parent - that needs to be checked.

[chrisp83]

Hi Michael,

Thanks for the response. I have this option already checked and it works when rolling up from Project Task to Sub Project however this doesn't seem to work if I want to continue the rollup from Sub Project to the Parent Project.

Do you know how you might rollup a field such as Actual Cost from Sub Projects to the Parent Project?

Thanks

Chris

[Michael Fry1]

Hmmm, I thought it rolled them all to Parent. Might need kellykaufmann or ITSMgal to help.

[chrisp83]

Yeah I thought the same thing. I'm just trying it on OOB fields at the moment. In my dev instance with PPS with Financials activated and that option in the Project > Settings > Preferences checked it only does rollup from Project Task to Sub Project.

I've just been trying this for "Actual Cost" field as this is OOB to keep it simple.

Thanks

Chris