The "Master Roll Ups" screen registers and changes master roll ups.
A master roll up is a bundle of cost category roll ups. A cost category roll up is a bundle of individual cost categories. Master roll ups summarise the financial information that is registered per cost category within a project at a high level, such as "Income". When a less general division is needed, the financial information can also be shown at roll up level or at cost category level.
The entry fields have the following meaning:
- "Code": The code of the master roll up.
- "Description": The description of the master roll up.
- "Type": The type of roll up. The type of the master roll up determines which kind of data can be registered at the lower level cost categories. The type also influences the way reports group, sort and show the financial information in a master roll up. On cost categories under the category "Costs", budgets and budget modifications (see [[Invantive Estate/Subjects/Finance/Budgets|Assign Budgets]]), latest estimates (see [[Invantive Estate/Subjects/Budget Control/Latest Estimates|Latest Estimates]]), orders (see [[Invantive Estate/Subjects/Budget Control/Orders|Orders]]), contract budgets (see [[Invantive Estate/Subjects/Budget Control/Contract Budgets|Contract Budgets]]) and invoice lines (see [[Invantive Estate/Subjects/Finance/Invoice Lines|Invoice Lines]]) can be registered. On cost categories under the category "Revenue", budgets (see [[Invantive Estate/Subjects/Finance/Budgets|Assign Budgets]]), revenue (see [[Invantive Estate/Subjects/Budget Control/Revenues|Revenues]]) and invoice lines (see [[Invantive Estate/Subjects/Finance/Invoice Lines|Invoice Lines]]) can be registered. On cost categories under the category "Results", invoice lines (see [[Invantive Estate/Subjects/Finance/Invoice Lines|Invoice lines]]) can be registered. "Costs" and "Revenue" are the financial flows within the project. "Results" transfers the results of the project from the balance sheet to the profit and loss statement. This can happen at the end of the project or, for example, monthly based on the construction progress.
- "Explanation": An optional explanation.