Roll-up function in formula custom fields: Accurately track progress and manage resources by aggregating data across projects and portfolios.
Automated license assignment in divisions: Collaborate easily across divisions on project, portfolios, goals, and reports without incurring double billing.
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Also, would restricting this influence welcome projects? I’d love to put this restriction on the team for the welcome projects but be sure it doesn’t stop the welcome projects from being created.
There is currently a technical issue happening with the Asana Help Center, that’s why the links are not working. Follow this thread for the latest info on that issue: Try the new Asana Help Center!
Is there an option to shut off the * Roll-up function in formula custom fields: I have fields that no longer make sense because the subtasks number are rolling up into the main task
+1 on this from me and our whole team over here. We’ve had to create tasks with the sole purpose of undoing this roll-up for custom fields. I’d love to disable it.
Thanks @Phil_Seeman, that’s correct. The issue with the Help Center has impacted the links in our posts as well. We are working to fix the links shortly!
Is there a place to get more info on this? Wondering if it solves the issues of when looking at capacity it only shows me a person’s capacity for projects on that portfolio, but not their total capacity (as they may have other projects or tasks that are not on a portfolio, so we may think they have extra capacity and end up overloading them).
Hi, I read this * Customizable portfolio notifications: Customize the type of portfolio notifications you receive and from which portfolio with interest…
I’m just wondering whether you can create a trigger from a field ( for example Status = at risk) to send a notification to mgt team/individual?.
Hi @Jessica_Dumas, @David_Hartstein, it’s not currently possible to switch this off, but I’d recommend creating a Feedback topic in our Product Feedback section so everyone interested can add their vote. You can also share feedback directly with the Product team via the in-product feedback button within the “create custom field” popup.
@Bob_Le_Schoenthal, our Help Center team is still working on the guide article. Sorry about that. In the meantime, you can find more details in this comment from Emily.
Can you confirm if you are referring to the portfolio workload or the universal workload? Portfolio workload only takes into account tasks that belong to the projects that live in that portfolio. The universal workload allows you to view the global capacity of a team by pulling data from tasks and subtasks across all projects into a workload view. However, users looking at the workload view must have permission to see the task. Otherwise the task will not show up on the workload view.
To clarify, this specific feature update means that data created via these rollup formula custom fields can be used in project-level automations, universal and portfolio workload, reporting features, and as inputs to other formulas, but it should not change permissions behavior. I hope this helps clear things up!