PowerSteeringPowerSteering User GuidesEnd User Guide Using the Financial ReviewHow do I set the Ready for Rollup flag using the Financial Review?

How do I set the Ready for Rollup flag using the Financial Review?

The Ready for Rollup check box can be used as an indicator amongst your users that the metric data is now ready to be included in some type of financial reporting. A good example could be asking the Project Manager to select this check box when they have completed entering their metric data for the period. This type of process may also incorporate the metric locking feature to ensure that once a user indicates their metric data is "ready for rollup", the metric data is then locked preventing further entries or edits. See article How do I lock metrics using the Financial Review? for more information. This article describes how to use the Ready for Rollup feature with the Financial Review.

Note: Metrics, Metric Lock, and Ready for Rollup are both replaceable terms in PowerSteering. These terms may appear differently on your PowerSteering site.

1. Click Financial Review

Click Financial Review
  • On the Icon Bar click the Review button, then click Financial Review.

2. Click Portfolio

Click Portfolio
  • Click Portfolio, select the name of the portfolio you want to display.

3. Click Layout

Click Layout
  1. Click Layout, select the name of the layout you want to display.
  2. Click Go.

4. Select Metrics to Rollup

  1. Select the check box(es) for the item(s) that are ready for rollup. To select all items at once, select the All check box at the top of the page.
  2. Click Save Changes.

Note: Ready for Rollup is a replaceable term in PowerSteering. This term may appear differently on your PowerSteering site.

5. View Selected Items

  • View the items that are now marked as Ready for Rollup.

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