Custom Rollup Rules Overview

Custom rollup rules enable you to consolidate custom number and currency field values from estimate role requests up to higher levels of the estimate hierarchy. Each rule defines a single source-to-target consolidation: a source field on estimate role requests and a target field on a task, line set, estimate product instance, or estimate. When an estimate is saved or recalculated, active rules are applied and source field values are summed and applied to the target field. Organizations that track custom metrics across the estimate hierarchy, such as FTE counts or custom hours, can now do this through configuration, using an experience similar to native Salesforce rollup summary fields.

Source and target fields must be of Number or Currency type. Source fields can be any Number or Currency field, including fields from managed packages. Target fields must be custom fields that do not belong to any managed package. If a field belongs to a managed package, include the full namespace prefix in its API name: for example, ffscpq__Hours__c, not Hours__c. For Currency fields, the source and target must use the same currency.

The target object must be higher in the estimate hierarchy than the source object, and only one active rule can write to a given target object and target field combination, though multiple rules can read from the same source field.

The source object is always an estimate role request, and a custom rollup rule can target any of the following estimate hierarchy objects.

Supported Target Objects for Custom Rollup Rules

Target Object	Scope of Consolidation
Estimate Task	Sums values from estimate role requests that are direct children of the task only. Nested child tasks are not included.
Estimate Line Set	Sums values from all estimate role requests under the line set, including those on nested tasks.
Estimate Product Instance	Sums values from all estimate role requests on the estimate product instance.
Estimate	Sums values from all estimate role requests on the estimate.

Notes:

• Custom rollup rule values do not update in real time in the Estimate Builder. Values reflect the state of the estimate at the last save or recalculation.
• When you deactivate or delete a custom rollup rule, the existing values in the target field are not cleared automatically. Existing estimates are not automatically recalculated when a rule is created or changed.
• Source fields can be formula fields. Before consolidating values, formula field values on the source records are recalculated to ensure the rollup uses current data rather than stale in-memory values.