Configure rollup for planned task fields

You can configure the planned task fields to roll up the field values in the parent entity.

Before you begin

Role required: admin

About this task

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

Procedure

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.

   Table 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.