Ready for Rollup

"Ready for Rollup" specifies that data in the current Metric is ready for inclusion in rollup reports. Typically, Ready for Rollup is restricted to financial representatives; however, any user with the Metric -- Set ready for rollup permission can access this setting. This property setting affects all views in the metric.

Note: "Ready for Rollup" is a replaceable term in PowerSteering. Your organization may use a different term to represent it.

To mark a Metric as "Ready for Rollup":

Before You Start: Users require the "Metric -- Set ready for rollup" Project Task permission on the work item to mark a Metric as "Ready for Rollup".

1. Navigate to a work item.

2. Select Project → Metrics → the desired Metric from the Navigation Menu.

   

   Tip: After navigating to the Metric, you should review its data to ensure that it is ready to be included in reports.

3. Select the Edit Properties button in the top right-hand corner of the page.

   

4. Select Yes next to "Ready for Rollup".

   

5. Select the Save button.

   

After selecting Save, the Metric will be marked as "Ready for Rollup".