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Difference between Item and Branch rollup

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    (Edited )
    Hi Tom, thanks for posting! :)
    Item roll up is used when the items within a parent task/Project either doesn't have subtasks/subprojects/tasks or you don't need to roll up dates from them. Branch roll up on the other hand is used when the parent task/Project has subtasks/subprojects/tasks and you want to roll up dates from them.
    Let me explain using a simple example:
    Item roll up:ย You have a Project, it has Tasks, they have Subtasks. When you right-click the Project and select โ€œitem roll upโ€ only the Projectโ€™s dates change based on its childrenโ€™s dates.
    Branch rollย up:ย when you right-click the same Project mentioned above but select โ€œbranch roll upโ€ then the dates of Tasks will change first based on their Subtasksโ€™ dates, and only then the Projectโ€™s dates will change based on the now changed tasks.
    ย 
    Are you looking to use this feature? It would be great to hear what you're looking to achieve?ย More than happy to discuss hereย ๐Ÿ‘

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    Claire Castle

    Hi Lisa

    is there any news on making the roll up dates feature something that can remain "on" essentially we keep running into reporting problems because the task dates are changed but its not automatically adjusted at the higher project level.ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    @Claire Hi, sorry it took a while to respond. Item Roll up and Branch Roll up are Gantt Chart features. Can you please explain in more detail how changing the dates influence reports? Because normally, each time you open or refresh your report, it automatically updates to include up-to-date data. Please let me know if you's like me to raise a Support ticket for you ๐Ÿ‘

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    Wynn Madura

    Hi Lisa!

    Pardon my ignorance, but why would you ever want to use the Item roll-up if branch roll-up updates all summary tasks and project dates? Is this just so that you don't have to use brand roll-up at the project level?

    Thank you for your help and hope to hear from you soon!

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hi @Wynn, thank you for reaching out ๐Ÿ™‚

    There might be different use-cases, and someone might want to only roll-up the parent project's dates, and not the whole branch. Does that make sense?ย 

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    Torben Sรธgaard Schaltz

    Lisa: you respond: "Because normally, each time you open or refresh your report, it automatically updates to include up-to-date data." - that is not the case - when changing the duration of sub-tasks, the duration of the main task is not automatically updated. Meaning: if we are delayed on a subtask, then thsi will not show anywhere, and if next tasks are set to start from the main task and not the subtask, then we will not see the delay until too late. This links to the question to whether you can leave the feature "on"? In my view, it should always update parent tasks.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hi Torben Sรธgaard Schaltz ๐Ÿ™‚ I was actually talking about Reports in that reply.

    By default, start and end dates for all items are independent. For example, if you have a task with subtasks - the task and its subtasks can have different dates (they are not automatically aligned). The same holds true for project dates and the dates of tasks within it. From the Gantt Chart, you can roll up dates. Rolling up dates means that a top-level itemโ€™s dates are based on the dates of items within it. Currently, it's not possible to leave it "on".ย 

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