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How to roll up data to Planning Manager?

edited Feb 2, 2016 10:11AM in Unifier (MOSC) 6 commentsAnswered

According to Unifier Administration Guide we can Add a column based on a database query for Planning Manager. I did the following steps with the help of the document:

1-) I have added a data element of type SYS Numeric Datasource on planning item detail form

2-) Added this field as a column on Planning Sheet on the project.

3-) Configured this column with query as Contracts Line Item / Amount with condition Contract / Status = Approved

4-) Created a planning item A.

5-) Created a planning item picker and added it to Contracts Line Item.

6-) Created a new contract record and selected planning item A on the line item with amount 5000. Completed the workflow so contract is now approved.

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