Configure rollup for planned task fields

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • You can configure the planned task fields to roll up the field values in the parent entity.

    始める前に

    Role required: admin

    このタスクについて

    By default the following fields are configured to roll up for any planned task and planned task derivatives:

    Cost, Budget, Effort, Actual date, Planned date, Duration, Percent Complete

    手順

    1. Navigate to All > System Definition > Tables.
    2. Open the Planned task rollup table.
    3. In the Related links, click Show List.
    4. Click New.
    5. Fill out the Planned task rollup form (see table).
    6. Click Submit.
      表 : 1. Planned task rollup form fields
      Field Description
      Child Select the table you want to include or exclude.
      Field Select the column name you want to include or exclude.
      Navigator

      The reference column of the parent to which the value must be rolled up.

      Parent

      Select the parent table.

      Application Auto-generated value.
      Rollup Select the check box to allow roll up. Leave the field unchecked to exclude the field from rollup.