Rollup Financial Fields for Work Items

What's New

We have added calculated fields in Work Items that roll up from financial planning time-phased fields. These include actual and forecast costs for labor and non-labor, billable and non-billable hours, and more.

Benefits

  • Out-of-the-box advanced calculations for tracking financials
  • Use in reports and Slide Publisher
  • Eliminates the need for creating custom fields and calculations

How it Works

The new fields can be added to various Work Item views. The example below shows some of the new fields in a Project Work Plan. 

For a full list of fields and their descriptions, click here.

Note: The Last Financial Planning fields calculation date field indicates the last date on which the fields were updated. In an upcoming version, this will include the time as well. 

 

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