08. Roll Ups and Columns (Indent/Outdent)

Date Roll-ups and Task Indent/Outdent 

 

(Click on the video tutorial for more information about Timeline Roll-ups)

 

Roll-up Dates and Hours

Traditional projects have a Roll Ups feature that you can see on the Tasks tab for your project. When looking at the list view of your project, you have the option to expand and collapse the phases and tasks, that’s where you will notice this feature.
When creating your project, you may have already entered your desired start and end dates, expenses etc. You can do the same thing for your project's phases and tasks. Once you enter that information, you’ll see that it will effect the project overall.

For example, in the screenshot below you’ll notice that the tasks, phases, and milestones all have their own individual durations and work hours. Notice that the duration for none of the phases, tasks, or milestones exceeds the duration for the project itself. As the dates for the phases and tasks are extended, so is the whole project.
In the duration column, you’ll notice that the work hours for all the phases and tasks add up to give you the total amount of hours for the entire project. This is where the term “roll-ups” comes from; as you go up the column, you’ll notice that the hours are added for each phase and task as well, not just the project.

 

Task Indent / Outdent 

1.   We use Indent to create child tasks for any task. Just click on the task which you want to indent and simple click on the Indent icon in the toolbar. You can also select multiple task for indent, just press shift while selecting the tasks for multiple selection and click indent.

 

2.   We use outdent to remove tasks for a child task to a parent task. Just click on any child task which you want to outdent and simple click on the outdent icon in the toolbar. You can also select multiple child tasks for outdent, just press shift while selecting the tasks for multiple selection and click outdent.