Dynamic roll-ups

A Dynamic roll-up is populated automatically by aP Pro, based on search criteria you specify. This enable you to update the roll-up, and re-open that search at any time to review the current results. For example, you can use dynamic roll-ups to track activity associated with projects, users, or process groups over the last 30 days, at defined recurring intervals.

A Dynamic roll-up can contain parts, virtual parts, and assemblies, but not other roll-ups.

Creating and editing dynamic roll-ups

Dynamic roll-ups are created with a unique name and Digital Factory. The Digital Factory determines the base currency for the Dynamic roll-up. However, a Dynamic roll-up can include components from multiple Digital Factories.

Create a Dynamic Roll-up

  1. Select File > New Dynamic Roll-up.

  2. Enter the Name and any other details when prompted, then click OK:

  3. In the Dynamic Roll-up window that appears, enter search filters in the left-hand column, then click Find to run the search:

  4. In the search results that appear, select an entry and click OK to open that entry:

  5. You can now review and edit the results for this entry, in the Dynamic Roll-up Details tab:

Edit a Dynamic Roll-up

  1. In the Dynamic Roll-up Details tab, select Edit > Edit Query:

    The Query Editor window opens. The Query Editor is identical in function to the Dynamic Roll-up window.

  2. Edit your Dynamic Roll-up Criteria to refine your search.

  3. Preview and select OK to return the updated list retrieved by your new criteria.

The Status column shows the status of a component’s costing:

  • Green: costing completed successfully.

  • Yellow: costing succeeded with a warning.

  • Red: costing failed.

Refresh View

To refresh the components returned in an open Dynamic roll-up, either close and reopen the Dynamic roll-up, or in the Dynamic roll-up tab, select Edit > Edit Query and select OK in the Query Editor.

Edit Roll-up Properties

  1. In the Dynamic Roll-up Details tab, select Edit > Properties.

  2. You can now edit the following properties in the Properties Editor:

    • Description: a description for the roll-up.

    • Roll-up Target Cost: the target cost for the roll-up Uncheck No Target Cost

    • Source: the department that produced the roll-up.

    • Level : the level of cost estimate.

  3. You can also edit the following Digital Factory information:

    • To select a user-defined Digital Factory, check User-Defined, enter the Digital Factory name in the Digital Factory field, then select Digital Factory Type and Digital Factory Currency.

    • To use a pre-defined Digital Factory, uncheck User-Defined, then select a Digital Factory from the Digital Factory drop-down list. Digital Factory Type and Digital Factory Currency are filled in automatically.

  4. Click Done.

Edit a component in a dynamic roll-up

  1. In the Dynamic Roll-up Details tab, select a component and edit the Manufacturing Process as desired.

  2. New cost reflecting the changes is calculated. Red up-arrows indicate values that went up, green down-arrows indicate values that went down. An asterisk appears next to the component’s name to indicate that there are unsaved changes.

  3. To save the changes, right-click the component and select Save.

View Previous Values

 In the Dynamic Roll-up Details tab:

  • To view last saved values, select Options > Last Saved.

  • Similarly, to view current values, select Options > Current.

View dynamic roll-up components

Double-click a Dynamic roll-up component in the Dynamic roll-up table or in the navigation pane to open it in a new tab.