This article details how to generate a roll-up budget for a Task which will delete any existing Budgets. A roll-up budget represents the total or collective budget for a task by aggregating the budgets from all of its Assignments.
This allows for a consolidated view of the task's overall financial allocation, making it easier to manage resources and track budget usage at a higher level.
Note:
- Using the Generate rollup Budget capability will result in any existing Task budget(s) to be completely overridden.
- Once a rollup budget has been generated, to further reflect these budget numbers at the project level, a rollup budget must also be generated for the project budget.
- From the Icon Bar click Setup
. - From the Navigation Menu click Work to expand the corresponding menu.
- From the Work menu items, click Tasks.
- From the Tasks list that displays, click the Name of the task you wish to access.
Tip: You may wish to narrow your Tasks list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select either Name, Id, Project or Work Type from the available search criteria and then enter a corresponding value in the Search box. Click the search icon to narrow down the Tasks list. For more information on the contains-in logic search click here.
- Click the Budget button to access the Task Budget page.
- Click the task name from the left frame.
- Click the Context menu
then select Generate rollup Budget. - Upon the confirmation dialog box displaying, click Yes to override any existing Task budgets, otherwise click No to cancel the action altogether.
- Upon the page refreshing, view the rolled up task level budget details that now reflects the collective task assignments wherein budgets had been entered.
Note: To further reflect these budget numbers at the project level, a rollup budget must also be generated for the Project Budget.