Numeric Custom Field for Progress in Portfolios

[Richard_Sather]

Hi all, here is a workaround for this:

Track project progress in a Portfolio based on weight, effort or number-based goal (not just % of task completion)

A client recently asked me how to track the progress of their project within a portfolio but instead of the percentage of tasks completed, they wanted the percentage based on the effort level of each task. So during a live engagement, the below steps is what I came up with on the spot. [image] My client then told me that I definitely need to post this workaround because they couldn’t find anything like this in the forum. So I’m happy to share how to set this up Here goes… C…

Note: Not a solution but marked as such to elevate a key reply