Percent Roll Up on the Manage Projects Widget
On the Manage Projects task widget, you can roll-up percentages on phases or on both phases and resources.When selected, the % complete contract value will be added and divided by the total contract value of the phase, similar to the behavior in the Project Command Center.
Before you begin
- Ensure you have the Enable "% Rollup" button option selected in the widget properties.
To Roll Percents on the Manage Projects Widget
- On your dashboard, navigate to your Manage Projects widget.
- Click the % Rollup button the widget toolbar.
- Select a level to perform the percent (%) rollup from:
- Sum Phases
- Sum Phases & Resources
- Click Done.
Note: | If any widget columns have temporary filters applied, you will encounter an error. Remove the filters on the column(s) and follow the steps again to complete the rollup. |