Create a tasks rollup for TTM

Create a tasks rollup for TTM

TTM Configuration Overview Timesheet Entry Configuration

A key feature of Time Tracking and Management (TTM) is the ability to add project tasks to timesheets so resources can report work for those tasks.

By default TTM is configured to display tasks found in the local Timesheet Tasks list, however the TTM Timesheet Entry Web Part can be configured to use Bamboo List Rollup as a task data source.

Keep in mind:

  • Using Bamboo List Rollup as a data source allows you to connect to a PM Central tasks rollup OR a custom rollup

    • More information on integrating TTM with PMC is available here
  • List Rollup Schemas are security-trimmed when they are displayed. Users will only see data that they can browse to manually.

  • A sample schema “Timesheet Tasks Rollup” is available to be referenced and/or modified.
    • The sample rollup references TTM’s default Timesheet Tasks list
    • The instructions below are for creating a new custom rollup.

To create a custom rollup of tasks:

Step Action Result
1. Go to the Time Tracking and Management Control Panel and click the Configure task rollups option in the Tools section. Link in the TTM Control Panel

You will be taken to a page that contains two web parts:

NOTE: The grid view is configured by default to show the contents of the default rollup and will need to be reconfigured to display the contents of a new rollup.


From the main menu at the top of the web part, click New Schema to create a new schema definition.

New Schema button

NOTE: The New Schema function must be enabled in the Web Part settings pane for this option to be visible to users.

The schema configuration page will appear.
For the following steps click the button on the right to access that steps pop up configuration screen

Aggregation Service (required step)
Choose the service that will be used for your schema from the available options:

  • Bamboo Aggregation Service. Unlike the SharePoint Content Query Web Part, you can aggregate items of different types if you select this service. Because it is capable of aggregating items of various types, it takes a little bit longer, so choose this only if you need to rollup items of various types.
  • SharePoint Aggregation Service. This service is similar to that used in the SharePoint Content Query Web Part, in that you are restricted to including items of the same type in the rollup. This is generally the recommended selection for performance reasons.

Select Aggregation Service

Icon-WarningIMPORTANT: Although it is possible to modify a List Rollup Schema definition after it is first created, you will not be able to change the aggregation service selected once the schema is created (saved for the first time).

NOTE: If you chose to use the Bamboo Aggregation Service for your new schema, complete your schema definition with the instructions found here. The user interface for schemas based on the Bamboo Aggregation Service is slightly different than that for the SharePoint Aggregation Service.


Included Lists (required step). The Included Lists section consists of 3 separate steps that require you to:

  • Identify the discovery mode
  • Select a list – Enter the URL of the site with the list or lists you want to include (based on the selected discovery mode) and identify the list that you want to include in rollup.
  • Include the list

Once the list (or lists) is selected, it will appear in the Included List table.
Include list display
If needed, you can check the box in the right column of the Included Lists table and then click Remove Selected to remove a selected list.


Columns to Rollup (required step).

Identify the columns that will be included in the rollup.
The Assigned To, Due Date, Start Date and Title fields will be automatically mapped in the Timesheet Entry Web Part after a schema is selected.

Column selection and mapping

NOTE: If you remove the MASTER list (the list shown in Select Template List), you will need to reconfigure several configuration parameters of your schema definition.

5. Filter (required step)

Specify whether you want to see all items or a filtered set of tasks displayed in TTM.

Filter configuration screen

See Select the Filter for your Schema-based Rollup for more details.
6. Recurrence.
This only applies to Calendar lists and will be greyed out.
7. Excluded Lists.
If you defined an automatic discovery mode in the Included Lists step, you can exclude specific lists from the rollup.

See Identify Lists to be Excluded from your Schema-based Rollup for details.

8. Schema General Settings (required step).
Enter a name and an optional description of the rollup
Schema General Settings

Click Create/Update Schema to save your schema and return to the List Rollup web part.
Your schema will be displayed in the list of available schemas in the List Rollup Schema Designer Web Part.

You are now ready to configure the Timesheet Entry Web Part to use Bamboo List Rollup as a Tasks data source.

TTM Configuration Overview Timesheet Entry Configuration