Hey @Marie and my fellow Asana peeps! Happy Monday! I have a team that is moving away from using their Portfolio for their status meetings because they need to add columns with financial info to track campaign spend and pacing. They need these columns to calculate so they can see if they are on track or off track. Since we are seeing more functionality in the way of spreadsheet views, I am wondering if there is any plans to add functionality to the portfolio to enable formulas and calculations on those fields. I know there is some simple math like totals in workflow view with capacity and time which is great. But we suddenly find ourselves with this next level need and functionality in the projects view of the portfolio.
I would love to keep my team in Asana and the lack of the ability to do stuff like this is giving them a reason to move away from the platform and creates the need for them to create and maintain a separate document. Plus their conversations impact the projects and that info will become disconnected from the projects which should be our single sources of info.
Looking forward to hearing some feedback from the community and Asana.
Great question, and thanks for providing some context and your vision for this feature request, this is super useful! I don’t believe this is our immediate plans, but since we’re starting to implement formulas at the project level (Sum), I’m confident we will eventually add them to Portfolio too I’ll make sure sure to keep you posted via this thread as soon as I have some update!
We are looking for this feature too. Im CPO and to prioritize the feedback we use the ICE framework that basically make some calculations to define what to do first. Now we have to do s calculation in excel and after to include in a numeric column, any round that we parametrize we have to update and make the calculations again woth third software ( excel, Airfocus…)
While we wait Asana to implement the calculated column, I just wanted to let you know that the Analytics & Reports add-on by Screenful supports calculated columns. You can apply formulas to any of your custom fields in the task, project, or portfolio level. You can learn more about this feature in this blog post.
We will have countless hours if this game changing feature was available in the Asana list view. It would improve productivity for engineering organizations that size upwards of 1000 humans offering speed at scale for product management, roadmap planning etc.
I’m excited to share, we recently launched our new Formula custom field!
With the Formula custom field, you can perform calculations directly in Asana, making it easier to manage your data and significantly enhancing your productivity.
Formula fields are available in projects and Portfolios and we hope to continue improve it in the near future!
I’ll make sure sure to keep you posted via this thread as soon as I have some update!
