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Would like to see a Financial Roll up Cost/Forecast Cost in a CIT like ValueStream. It would include the cost of the ARTs or Team CITS that it is Parented to.


Article ID: 240935


Updated On:


Clarity PPM SaaS Clarity PPM On Premise


Is it possible to a Financial Roll up Cost/Forecast Cost field in a Custom Investment under Cost Plan?

This rolled up Cost would include the costs of the all the instances under the specific custom investment. 



Release : 16.0.1

Component : Clarity Financial Management


You can use the Group By feature on any grid to total up any of the amount fields.

You will need to use a Group By field that is the same for all the instances under the custom investment so they all roll up to that Group By.

Cost Type may be a good one if they are all Operating or Capital.

Others may be  Active or Currency Code.  

You add the field to your columns and then drag it up the the Group By section and it will total all in the group.

Group By Currency Code would look like this where there is only USD

This example used Grand Totals, but you could use Sum of Periods as well in the per-period metrics.