Bottom/Up Summation

Bottom/up summation of allocations allows users to view the total sum of hours on project allocations for each month directly on the Gantt chart, without having to manually calculate or collapse each project.

This functionality is particularly useful for project managers who need to quickly assess the total workload or budget for a given period.

This feature calculates the total number of hours for each project, even if some tasks or summaries are not visible on the Gantt chart because they are filtered or on another page. This ensures that the sum always reflects the total project allocations, regardless of the current view or filters. The sum is automatically updated whenever there are changes to the project allocations, such as new assignments, modifications, or reassignments. However, this feature only sums up the values that are not blocked. Additionally, the sum does not include milestone values, as these cannot be assigned allocation values.

If a project has subprojects, allocations on the subprojects are not included in the calculated sum for the parent project. Subprojects display their own sums in their respective Gantt sticks.

This functionality is available for all four period views in the Gantt chart: day view, week view, month view, and year view. However, the sum is only displayed for the current view. For example, if you are using the month view, you can view the sums for each month.

Note: Amounts are not included in the project summation. Instead, the totals for amounts are constrained to their own Gantt sticks.