Rollup Helper Use Case Library | Passage Technology

Calculating Dates Automatically

Written by Passage Technology | Apr 30, 2014

Problem

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

Solution

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.