Configure rollup for planned task fields

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • You can configure the planned task fields to roll up the field values in the parent entity.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    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

    프로시저

    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.
      표 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.