How it works
Summarize linked records at the project level. Use counts, totals, and supported calculations to see the overall picture while keeping the underlying detail within reach.
A concrete business example
A project can show its task count and total recorded effort. Managers can drill into the records behind those figures before reallocating resources.
How it supports people and agents
Give employees and agents a consistent definition of each metric. Document which records are included so the same question produces a comparable answer.
Core scope and boundaries
Activity is not the same as business value. Distinguish reported completion from accepted work, and label each metric precisely.
Start with a real case
- Choose the objects that need a relationship and name its business meaning.
- Link a small real sample and verify the direction and calculation inputs.
- Check missing links and source changes before using the summary for decisions.
Core product guide: these pages explain foundational capabilities and configurable application patterns. Integrations and the selected product release require validation. Enterprise automation, fine-grained governance and independent verification are separate scope.