Plan Board will allow you to create Rollups with Budget line item(s) which will further help you in filtering the respective Budget Line Items for a specific tag being created at the Dispatch board. 


  • On the Planner Board, during the creation of a Rollup Tag, one or more Budget line items can be picked based on whether you pick one or more than one budget item.




How to?

How to create Rollup with Single Budget Line Item

How to create Rollup with Multiple Budget Line Item

How to create tag using same rollup on a Dispatch Board

How to Show / Hide Budget Line Item field based on Finance Manager



Last Updated: Nov-08-22