Finalizing and rolling up metrics

When a project is linked to a program or a program is linked to a plan, you can roll up metric values from the child object to the parent object. Template creators define how metrics roll up to the parent object. For more information about defining rollup behavior, see the HCL® Marketing Operations Administrator's Guide.

Metric values do not roll up automatically. HCL Marketing Operations rolls up the values when you indicate that they are final. Each time you import new metric values or edit metric values, you must indicate that the values are final in order for them to roll up.

Whenever there are metric values that have not been rolled up, a Finalize link displays on the Tracking tab of the object containing the values.