View rollup data

For Code and Records-based managers, BP line item data, such as costs and quantities, can be configured to roll up to the manager sheet from across shells. Cells that contain rolled-up data will show a hyperlinked value. Every transaction will include an ID that includes the shell or project number where the BP Record was created. You can click this hyperlink to open a cell details window and view all the business process transactions that contributed to the rollup. Double-click a transaction to open the original BP Record in view mode.



Last Published Sunday, July 20, 2025