Add Totals to PPM Task and GL Transactions Tables in Reconciliation Detail
Add grand total rows to the PPM task table and GL transactions table on the reconciliation detail page.
Requirements
GL Transactions table:
- Grand total row at the bottom summing the amount column
- Nice to have: subtotals by revenue/expenses/other when filter is applied, but grand total is the minimum
PPM Tasks table:
- Grand total row summing each numeric column (budget, expenses, balance, etc.)
Context
Melissa's reconciliation process starts by comparing total revenue to PPM budget and total expenses to PPM expenses. Without totals, she has to export to Excel just to get a sum. Adding totals lets her do this comparison directly in Walter.
Add Totals to PPM Task and GL Transactions Tables in Reconciliation Detail
Add grand total rows to the PPM task table and GL transactions table on the reconciliation detail page.
Requirements
GL Transactions table:
PPM Tasks table:
Context
Melissa's reconciliation process starts by comparing total revenue to PPM budget and total expenses to PPM expenses. Without totals, she has to export to Excel just to get a sum. Adding totals lets her do this comparison directly in Walter.