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.
About this task
For more information about defining rollup behavior, see the Unica Plan Administrator's Guide.
Note: Planned values for metrics do not roll up. Those values are for top-down planning.
Metric values do not roll up automatically. Unica Plan rolls up the values when you indicate that they are final. Each time that 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 that contains the values.