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

[chrisp83]

I think i might have figured it out!

OOB the business rule checks to make sure the current project isn't the "top_task" and if it is it will not complete the rollup of fields.

This is the line in the OOB business rule that was causing me an issue:

if (gs.getProperty("glide.cost_mgmt.process_task_top_task") != "true" || (current.parent != current.top_task))

Hope this helps others.

[luke11]

Im pretty sure its because for it to be considered an actual cost it needs to have an expense line.

you would only edit that line if you wanted to bypass this.