Rollup 

Use

You use rollup to aggregate financial or capacity data in certain views from objects below a bucket or initiative to the bucket or initiative.

When data is rolled up to a bucket or initiative, this aggregated data is read-only in the respective bucket or initiative view.

Prerequisites

You make bucket and initiative rollup settings in Customizing for xRPM by choosing SAP xApp Resource and Portfolio Management (SAP xRPM) ® Global Customizing ® Portfolio-Independent Settings ® Define Financial and Capacity Views.

To use rollup for buckets or initiatives, you choose Roll Up in the Bucket Process and Initiative Process fields respectively.

Features

Bucket Rollup

When you define bucket rollup, you can make the following settings:

●      Bucket Rollup Source

You can choose the objects for rollup. The following options are available:

○       only initiatives and standalone items (that is, items not assigned to an initiative)

○       only items within an initiative and standalone items

●      Bucket Rollup Source Filter

You can filter the items that are rolled up based on their approval statuses. That is, you can choose to roll up:

○       all items regardless of approval status

○       approved items only

○       proposal items only

You make this setting in the Bucket/Initiative Rollup Source Filter field.

Initiative Rollup

When you define initiative rollup, data from items within the initiative is aggregated. You can filter the items that are rolled up based on their approval statuses. That is, you can choose to rollup:

●      all items regardless of approval status

●      approved items only

●      proposal items only

You make this setting in the Bucket/Initiative Rollup Source Filter field.