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Configure portfolio financials in Portfolio Planning › Configure › Portfolio Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Rollup property to view portfolio financials

Activate project cost rollup property to view the rolled up costs of top projects in portfolio financials.

About this task

Financial fields such as planned costs, forecasts, actual costs are rolled up from sub-projects to top projects upon setting this property to true.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Properties > All Properties.

  2. Filter the name field and select the com.snc.project.rollup.cost property.

  3. Enter true in the Value field and select Update.