Admin - Aggregated Fields

Modified on Fri, 25 Sep at 1:45 PM

Registers: Aggregated Fields

Linked Register Aggregate fields

The Linked Register Aggregate field type allows the aggregation of child register record data on a parent register record based on the parent-child links.  This Linked Register Aggregate field type definition consists of six elements for field configuration within a Project Register under the Administration – Configuration in Cora PPM.

  • Register and Register Column define the child register and column/field to aggregate.

  • Function identifies the aggregate function (Sum, Avg, Min, or Max) for computation.

  • Date delineates which of the child register date fields shall be used for partitioning the data.

  • Status determines child register records/items will be included in the calculation based on register status.

  • Timephased designates if the aggregate data is partitioned and stored by month.

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(Numeric, Calculated Field, or Linked Register Aggregate types) to the Advanced Financials (aka Forecasting) screen and underlying data structures.  Configuration of the Used in Financials register field functionality includes definition of the following:

  • Category: Cost, Revenue, or Billings

  • Data Type: Actuals Only, Forecast Only, Actuals & Forecast

  • Segment: A listing of the Segment columns for a particular Cora PPM configuration.

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