Task Roll Up | Online Help | Zoho Projects

Task Roll Up in Projects

Roll-up helps you summarize project information such as the overall project duration, planned work hours, actual log hours, and percentage completion. A project roll-up summarizes the total of the planned work hours of the project, the total of the actual hours logged in, the aggregate of the completion percentage based on all tasks in a project, and the overall project duration based on the start date of the earliest task and end date of the last task in the project. These details can also be rolled up to the milestones. Additionally, task work hours and log hours can be rolled up from their subtasks. 

Example 1: Task A has two subtasks, C and D. When you log 4 hours for C and 3 hours for D, the log hours for the parent task are automatically calculated as 7 hours.
Example 2: Subtask C is scheduled between 1st October 2020 and 15 October 2020 and Subtask D is scheduled between 10th October 2020 and 30th October 2020. In this case Task A will be automatically scheduled between 1st October 2020 (which is the earliest start date among all its subtasks) and 30th October 2020 (which is the latest finishing date among all its subtasks. The start and end date of the milestones and the project as a whole will be calculated based on the start date of earliest starting subtask and the end date of latest finishing subtask

Start date, end date, % completion, and budget (if enabled) will roll up from Subtasks > Tasks > Milestone > Projects. Work hours and log hours will roll up from Subtasks > Tasks

Feature Availability: Premium and Enterprise plans.

Can I disable Roll-up?

Since work hours and log hours are updated automatically from child tasks to parent tasks, disabling this feature and entering data manually will lead to inconsistencies and generate faulty reports. Hence, you will not be able to disable this feature after enabling it.

Roll-up is applicable only for the project it is enabled in and does not affect other projects in the portal.

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