Task Roll-Up
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 scheduled automatically 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 the earliest starting subtask and the end date of the 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 only applicable for the project it is enabled in and does not affect other projects in the portal.
Enable Roll-Up
Enable Roll-up While Creating a New Project
- Click the Projects tab from the left navigation panel.
- Click the New Project button.
- Fill in the project details and check the Roll-Up option.
- Start date, end date, and % completion are rolled up from tasks/subtasks to milestones and project.
- Start date, end date, % completion, work hours, and log hours are rolled up from subtasks to tasks.
- A dependent task cannot be made a subtask when roll-up is enabled.
- Dependencies cannot be set between subtasks and its parent when Roll-up is enabled.
- Strict Project start and end dates will not change with change in subtask dates.
- Subtasks start and end dates should fall within the date range of a strict project.
Enable Roll-Up While Editing New Projects
- Hover over your project in left navigation panel, click
and click Edit Project.
- Toggle on the ROLL-UP PROJECT under Project Information. (Enabling Roll-up when editing a project is available only for new projects.)
Roll-up cannot be enabled if there are dependencies between subtasks and their parent task.
Roll-up cannot be enabled if a parent task has work hours or log hours.
Roll-up cannot be enabled if tasks are imported in bulk.
Roll-Up Using Gantt Chart
Start date, end date, and % completion can also be rolled up from tasks/subtasks to the milestones and projects in the Gantt chart.
For example, the Homepage Revamp, a subtask within the Website Redesign task, is extended by two weeks with new requirements. You can easily update the schedule in the Gantt chart.
Open Tasks in the Gantt view in your project, then extend the Homepage Revamp subtask's end date by dragging the bar to two weeks late in the Gantt Chart.
This action triggers a roll-up effect: the Website Redesign task's end date automatically adjusts to include this delay. Consequently, the Website Launch milestone and the project timeline are updated to match the new earliest start and latest end date of all subtasks, accurately reflecting the delay in the project's Gantt chart.
Roll-Up Log Hours of Subtasks
Log hours are rolled up from subtasks to their parent tasks.
- Navigate to your Project, then click Tasks in the top band.
- Open the List view, then enter log hours in the Timelog Total column corresponding to the subtask.
- Alternatively, log hours for subtasks from the task details page.
- The Task's Timelog Total is automatically updated summing up the log hours of the subtasks.
For example, in the User Interface Design task, log 5 hours for Design Mockups and 8 hours for Prototype Development. The total logged hours for User Interface Design task automatically updates to 13 hours, summing the hours from both subtasks.
Roll-Up Work Hours of Subtasks
Work hours are rolled up from subtasks to their parent tasks.
- Navigate to your Project, click Tasks in the top band.
- Open the List view, then enter the work hours column corresponding to the subtasks.
The Work hours of the task will be updated automatically by summing up the work hours of the subtasks.
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