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Calculating Subitems from Custom Fields (Roll-up)

Table 29. Availability - Legacy plans


Overview

Automatic calculations (Roll-up) is available for Business and higher accounts.

Regular users can turn on or turn off the automatic calculations for tasks and projects unless their access role restricts it.

Roll up data that automatically aggregates and calculates specific data from subitems up to their parent tasks or projects.

When you turn on Automatic calculations (Roll-up) for the fields:

  • Wrike aggregates all values from the child projects, folders, tasks and  subtasks. It automatically calculates their sum or average and enters the result in the project or folder's custom field.

  • Wrike calculates the rolled-up value for the project/task as a sum or average according to the default aggregation set in the field’s properties.

  • If you or other users manually entered a value for this field in the project/task previously, it will be cleared and replaced with the rolled up value.

  • The project/tasks’s field will not be editable until you turn off calculations.

Note

You can roll up data only for Number, Percent, Currency, Formula and Duration types of custom fields.

Enabling Automatic Calculations(Roll-up)

From Table view, you can turn this feature on for multiple projects or tasks at the same time:

  1. Navigate to the folder, project, or space that contains all the projects and tasks and switch to Table view 1.

  2. Click on the three-dot menu 2 on the column title with the name of the field you’d like to roll-up.

  3. In the menu that appears, hover over Calculate subitems 3.

  4. Select the type 4, Turn on calculations for:

    • Tasks and projects

    • Tasks only

    • Projects only

After completing these steps, the values will be automatically rolled up.

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To turn off the calculations, repeat the step 2-3 and select Turn off calculations 5.

You can also turn on the calculations by:

  1. Choosing the project/task where you would like to turn on calculations.

  2. Hovering over the project or task column field data and clicking the icon to turn on the calculations.

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To turn off, click on the X icon in the task/project column field data.

Note

Automatic calculations are available for project dates, time spent, effort and Booked effort columns.

FAQ

Financial fields rollups can be aggregated for Projects only. How do I roll up values from subitems to task level?

To roll up values from subitems to parent tasks, you can re-create budgeting field using a custom Formula field. After that, put it next to the source field to overview real task values vs summed subitem values for comparison.

Can Custom Field Rollup be enabled on all numerical fields automatically?

Subitem calculations can be activated at the Space level to enable calculations across all its nested projects and tasks.

Note

It is not possible to activate subitem calculations in the custom field settings.

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