Edit rollup records

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

Before you begin

Role required: financial_analyst or financial_mgmt_admin

About this task

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


  1. Navigate to Financials > Cost Models > Account 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.