The plan/actual expense fields and plan/actual cost fields in tasks and subtasks are independent of each other by default. In both the subtask and the main task, the values can be maintained separately.
Optionally, these fields can also result from the sum of the corresponding fields from subtasks.
This is how it works:
- There is an options menu in the subtasks section:
- In the menu, you can decide separately for each field whether the field should be calculated from the sum of the corresponding fields from the subtasks
- If one of the toggles is set, the corresponding field in the main task is filled from the subtasks and is write-protected. A note below the field indicates this.
- In list views, fields that are filled from subtasks are also displayed read-only (gray). A tooltip indicates the calculation from the subtask.
In list views, an aggegation function at grouping level can, among other things, display totals of the underlying cells. If a dependent calculation of an expense or cost field is activated in a task, only the sum field is used.
Please sign in to leave a comment.