Formatting in formula field in portfolio

I created rollup field in the portfolio to summarize time reported by the projects. Now I want to calculate the cost of the projects so I created formula field with this calculation:

300 * rollup (real time) / 60

where 300 is the cost per hour. I cannot change the format from time to currency. The field is grayed out.

Could you please advise what I should change in the field setup to unblock formatting?

PS. Similar formula on the project level allows me to change the formatting in this field.

It might be a limitation at the portfolio level where this feature hasn’t been unlocked yet. @Richard_Sather any idea?

There is this limitation on roll ups but I’m not sure if it’s the case:

@AnnaPapiernik , can you share a screenshot please of the advanced formula and the Formatting tab also?

Yes.

And I found today similar issue on the project level. Formatting was blocked, but I found the workaround:

  1. Remove real time field from formula (so there were only 300/60).
  2. Change formatting (it was unblocked now).
  3. Add real time field to the formula.

Unfortunatelly on the portfolio level this woraround doesn’t work.

Hi @AnnaPapiernik , I now understand by ā€˜real time’ you meant the ā€˜Actual time’ field. Any time fields used will lock the formula. The key is to set the formatting BEFORE you Create the field. I think you should be able to create this in the formula of the portfolio level, as long as you try to recreate it but set the format before you create for the first time.

Let me know if you run into any problems.

@AnnaPapiernik
Adding to @Richard_Sather ā€˜s method, you need to add +0 at the end of your formula like 300*rollup(#actual time)/60+0. After that, you can chose the options in a formatting.

1 Like

Good point, @Tetsuo_Kawakami , that I forgot, thanks!

1 Like

It didn’t help :frowning:

I think you are right.

This combination helped:

  1. Switch into standard editor.
  2. Define some operation on numbers
  3. Go to formatting tab and set the currency (it is unblocked now).
  4. Switch again into advanced editor.
  5. Define the operation with rollup.
2 Likes

Thank you very much for your help.

3 Likes