Rollups (Tools Tab)

The Rollup utility provides the ability to perform a roll-up of date and numeric fields selected by the user.

Note: Rollups may be defined for Activities, Resources, and Codes.

Selecting Rollups from the Tools tab displays the Rollups dialog box. This dialog box allows you to perform a rollup of selected numeric and date fields for Activities, Resources, and Codes. For numeric fields, the parent object is the sum of its children. For date fields, the Start date of the parent object is the earliest date of its children, and the Finish date is the latest date of its children.

If any of the children have a blank finish date, a blank finish date is rolled up to the parent.

When you click New or select a rollup definition and click Copy or Edit, the Rollup Definition dialog box displays.

Group Process Rollups

You can perform a rollup in Batch Mode.

This allows you to use a rollup definition for multiple project, code, or resource files at one time. To use a rollup definition in Batch Mode, select more than one project, code, or resource from the Details pane of the Open Plan Explorer, and click Rollups on the Tools tab. The Rollups [Batch Mode] dialog box will be displayed. Select the rollup definition to use, and click Apply.

If a project is closed, Open Plan will open it in Exclusive mode, perform the process, save the changes, and then close the project. If a project cannot be opened in Exclusive mode (because another user has it open in Exclusive or Shared mode), it will be skipped.

If you have a project open when the batch process is run, rollup will be performed on the project, but the changes will not be saved and the project will remain open. You must manually save the changes yourself.

Related Procedures