What does Ready for Rollup mean?

Ready for Rollup specifies that data in the current metric is ready for inclusion in rollup reports. Typically, Ready for Rollup is restricted to financial representatives; however, any user with the Metric -- Set ready for rollup permission can access this setting. This property setting affects all views in the metric. This article describes Ready for Rollup.

Note: Ready for Rollup is a replaceable term in PowerSteering. Your organization may use a different label to represent when a metric is ready for rollup on your site.

1. Select Metric

Select Metric
  1. Click the Project button on the Icon Bar.
  2. Click Metrics to expand the menu, then select a metric.

Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click Edit Properties

  • Click Edit Properties.

3. Select Ready for Rollup

Select Ready for Rollup
  1. Select Ready for Rollup.
  2. Click Update.

Note: When the Ready for Rollup check box is either selected or cleared, an alert will be sent to all users with the Metric Ready for Rollup Change alert subscription.

4. View Metric

  • View updated metric.

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