Rollup Helper Use Case Library

Calculating Dates Automatically

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Problem: Dates on projects or project phases/iterations for when things are due to be started or finished are tracked manually.

Solution Design: Use the MAX or MIN rollup logic for date fields on your Source Object (i.e a Change Request Date). We have customers doing this for FinancialForce, Clarizen, Milestones PM/PM+, and in-house project and project phase custom objects. 

Rollup Helper Use Case Library Custom Last Activity (Task/Event) Date