I have set myself a little challenge with Custom Objects and there is something I have been looking to do all day without any luck so your help would be much appreciated!
I have created an Object called Projects to track our projects. It is related to another set of objects (Action, Risk, Issue, Budget) which have master relationships/look up relationships with the Project object. So far, it's working fine.
The reason for separating Actions, Risks, Issue & Budget in different objects is because they will all need multiple entries - not just one. Now, what I would like to do at the Project object level is a roll up summary of all the budget lines to create an overall Budget vs Actual line. I have already thought about the Related Graph feature which works but I wondered if there was any other way to set this up as a line.
Thanks in advance for your help!
Marie-Lou
7 answers
Hi Marie-Lou,
If the relationship is a master relationship from the budget to project you can create a roll-up summary field on the project that will perform a sum of a numerical fields based on a selected criteria.
if you have a lookup field that you want to rollup then you're going to need to take a look at a 3rd party app like the Declarative Rollup Summary Tool(https://github.com/afawcett/declarative-lookup-rollup-summaries).
Once you have your Budget Total and Actual Total rolled up to the project you'll see the current budget status.
One query would be how you plan to display a timeline budget vs actual - i would suggest you look at doing this with a report chat that you embed on the project page.
thanks
dan
