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
Navigate to All > System Definition > Tables.
Open the Planned task rollup table.
In the Related links, click Show List.
Click New.
Fill out the Planned task rollup form (see table).
Click Submit.
| 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. |
Parent Topic:Extending the Task table with Planned tasks