Rollup Helper Use Case Library | Passage Technology

FinancialForce - Resource Group Time Rollups

Written by Passage Technology | May 13, 2014

Problem

We needed a way to see how many hours had been tracked to a project by different Resource Groups. This is easy to do with reports, but we needed fields to be populated so we could run workflow rules. ie) notify the Communications team via email when there has been a combined 8 hours tracked to a Project by Comm team members.

Solution

Create a rollup from Timecard Header object to a field on the Project object named "Comm Hours Tracked." Send along the sum of the Total Hours field on the Timecard for all Timecards that are for Resources in the Communications Group.  Project Management FinancialForce