Portfolio List view customization

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1

Hello,
I am seeking guidance regarding portfolio view customization requirements. The portfolio currently encompasses over 50 projects, and I require enhanced visibility of key metrics at the portfolio list level.

Specifically, I need to implement two critical display features:
The first requirement involves displaying an aggregate count of all tasks and subtasks associated with each project directly in the portfolio list view. This counter should appear as a distinct field adjacent to the project name.
The second requirement focuses on financial visibility. I need to implement a calculated sum that aggregates the monetary values from individual project tasks. This sum should be displayed as a dedicated field in the portfolio list view.

These enhancements will significantly improve the portfolio oversight capabilities by providing immediate visibility into project scope and financial metrics without requiring deeper navigation into individual projects or the dashboard

Your guidance is greatly appreciated.

2

@Rohit_Sharma1 This is a somewhat inelegant solution for your first requirement: Create a number custom field on each project called “Task Count” or something similar. Have a rule that fills in Task Count on task creation with 1. On your Portfolio, create a rollup field for Task Count that will sum the Task Count field.

Your second requirement is similiar. Have a monetary custom field (ex: Task Cost) on each project that includes a dollar amount. Roll up that field on the Portfolio.

This should work to get you what you need.

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3

Thank you Ron,
I was able to rollup values for the financial field but was not able to default value 1 for the task count to rollup and get the count. Still trying
Thank you

4

Hello @Ron_Sanga ,
Thank you so much for the guidance. So I implemented the suggestion in a template and created multiple projects out of the template to keep the same field. Looks like am unblocked for the time :slight_smile: