How to generate Tasks Rollup report from project plan

Hi Team,

I want to generate Task rollup report for my existing project plan but unable to do that. However, I tried to get the task rollup report from example template and linked my project plan .

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi Chandra,

    Can you provide more details for what you're looking to do? A screen capture of your existing Project Plan would be ideal (removing any sensitive data), with a description of what's important to see in the "rollup".

    Thanks!

  • Hi Genevieve,

    I figured out the solution looking for. Actually Roll up report takes input from sheet summary which I was unable to locate. Now I can proceed further.

    Thanks

    Chandra

  • Genevieve P.
    Genevieve P. Employee Admin

    Great! Glad you sorted it out.

    If you're looking to rollup data from the sheet itself (instead of the Summary field), you can create a new Report that's a Row Report type.

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