Are automatic date roll-ups still a thing?
Hi,
I've been trying to follow the instructions in the following article:= in order to enable project date roll-up for a project.
However, I don't see the option to enable Date Roll Up. Is this feature still available? I'm on Enterprise Pinnacle so should have access to this feature.
Cheers,
Phil
I don't have this either and I'm on Enterprise plan. We have to do it manually for each project. Exhausting.
Kari Ticoulet
I have been digging around and have found that if you right-click the start date you get an option for "Calculate subitems". If you then choose "tasks only" in the fly-out menu then Wrike will automatically recalculate the project date and the dates of any parent items. One point of warning though, if you have task effort enabled it will sum the sub-task effort and apply that to the parent task as well as the child tasks, which will distort any effort reports that you may have.
Phil Taylor Hi Phil - yes, we do use the Calculate Subitems. However it's a super manual effort. We get in a ton of projects and having to do this each and every time is a painful. Thank you for your response!
Hi folks! Date rollup is replaced by Calculating Subitems in the New Table view, and here's an article explaining how it works. I hope it helps, but let me know if you have further questions!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa Yes, I was wondering when it would be a default setting. When is that going to happen?
Kari Ticoulet Do you mean a default setting to calculate subitems? It can be great for some use cases but some users may not want that, and that's why it needs to be enabled.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Lisa- I understand your position on this, but it would be great to have a global setting that we could enable if we want this to be the default on all projects.
Lisa Yes, I get this. But I agree with Phil. Having to go through MULTIPLE steps each time is inefficient. It's even a multistep process just to get to that point. It's extremely manual and time-intensive. I've mentioned this over the past 3 years to my CSM and to different groups I've been a part of. What is the status of getting this on a roadmap.
I haven't heard of any plans for this setting to be enhanced, but I've let the team responsible for Table View know about your feedback.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
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