How parent progress rolls up

A parent on the Children tracking method takes its progress from its sub-goals. The roll-up basis decides how.

Time-based coverage (default)

Each sub-goal counts for the share of the parent's period it spans. Time no sub-goal covers counts as 0%.

Equal weighting

Every sub-goal counts the same, whatever its dates. You can weight sub-goals under this basis.

Roll a parent up from its sub-goals #

Who can do this: anyone who can edit the goal. By default that is its owners, and Org Admins and Owners. Team Admins can too when their team, or a subteam, owns the goal or has one of its owners. See Roles and permissions.

1. Open the parent's ⋯ menu and choose Edit Goal.
2. Set the roll-up pill to Children. It is offered once the goal has sub-goals.
3. To change how sub-goals combine, click the basis pill beside it. It reads Org default until you change it. Either pill may sit under the ... button.
4. Pick Equal weighting or Time-based coverage.
5. Click Update Goal.

The goal's Progress card shows a coverage timeline and a "How this is calculated" breakdown. The full rules are in How parent progress rolls up.

Set the default for your organization #

An admin sets Default roll-up basis in Settings → Goals → Progress & logic. A goal's own basis overrides it.