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Planview Customer Success Center

How To Rollup All Projects

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The automation process of projects roll up will only be done via:

1) The Portfolio Calculation Engine job which will only rollup projects that are in portfolios and do not have fiscal period selected.
2) The Resource Demand job which will only roll up active projects that are associated with a fiscal period.

Projects can also be automatically included in or excluded from portfolios based on filters.

Further details are available on 'Changepoint Help' -> 'Project Management' -> 'Managing Projects'