Page 32 - Unanet AE: Setting Up Projects

Roll-up Nodes

A roll-up node allows multiple projects to be subtotaled together in project management
reports.

Key Concepts
• Roll-up Nodes exists only at level 1.
• Roll-up nodes allow multiple Bill Terms Nodes (Projects) to be connected
together for the purpose of summarization in Project Management reports.
• Roll-up Nodes can contain no other attributes other than a code and a name.
• Roll-up Nodes allows multiple projects to be subtotaled together in project
management reports. A separate WBS delimiter can be used from the rest of the
WBS delimiter. For instance, 9801.01-A-001 is a four-level structure where the
roll-up is 9801; the project is 01; the first level beneath project is A; the bottom
level is 001. This is set at Global Settings > project Admin Tab > Delimeters
Section.
• When roll-up nodes are inserted above an existing WBS, the WBS path now
begins with the roll-up node and is separated by a delimiting character from the
rest of the WBS path.

Activity 3.5 – Create a Roll-up Node for Grouping Projects
In this activity, you will create a roll-up node for grouping projects.

Activity Steps

1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20220000 in the Project Lookup field.
3. Press Enter. The Project applet populates with information for Oakcrest
Estates.
4. Select the Edit Project Structure check box.
5. Right-click Oakcrest Estates in the Project Explorer. A menu opens.
6. Select Create Roll-Up Node. A dialogue box opens.
7. Select the Yes button.
8. Type 01 in the Code field.
9. Type City of Portland in the Name field.
10. Select the Save button.
11. Type 20220001 in the Project Lookup field.
12. Press Enter. The Project applet populates with information for Kingsbury
Estates.

Lesson 3: Work with Projects ©2023 Unanet. All rights reserved. 32