How to link the due date of a specific task or subtask into a custom field of a portfolio

[lpb]

Just following up, @Tetsuo_Kawakami, that this worked well for my client and me; thanks!

For others:

1. I was confused about the use of the 1. “specific-task” custom field. It’s actually completely optional and in no way needed to achieve the linking effect. Users may already be using their own manner of designating the task with the due date in it to promote to the portfolio, or not need to identify it this way.
2. Instead of the 2. “dummy date” field name, I used: “Arbitrary Date Received | Match in Project&Portfolio” (replace “Received” with what your date is for).
3. Instead of 5. “due date - dummy date” field name, I used “fx Calc Date Received | Project&Portfolio”. I hid this from Portfolio and Project column views since it’s just for internal use.
4. Instead of 7. “specific due date” I used “Date Received”.

All of that helped us keep track of things more easily.

Thanks,

Larry