Edit rollup records

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can view and edit records for segment rollups and account rollup if necessary.

    Vorbereitungen

    Role required: cost_transparency_admin or cost_transparency_analyst

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    As a good practice, use the workbench to create, modify, and delete rollups rather than modifying the scripts in the rollup records.

    Prozedur

    1. Navigate to All > Financial Modeling > Cost Models > Allocation Rollups to access the rollups that are created from one account to another.
    2. Click a rollup name to open it.
    3. Make modifications, if necessary.