Thank you for your feedback.
Form temporarily unavailable. Please try again or contact to submit your comments.

Edit rollup records

Log in to subscribe to topics and get notified when content changes.

Edit rollup records

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

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

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 Financial Modeling > Cost Models > Allocation 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.