As of late, the past few days, I noticed that when creating a rollup field in the portfolio, it does not show (all) the available number / formula fields that are within the projects of the portfolio, as it definitely used to. Instead, in the ‘Inputs’ list, it only lists the number fields available within the portfolio, rather than the number fields in the projects within the portfolio.
I have also noticed when I go into roll up fields that were created in the past, that the field used in the rollup formula is marked red, as if it does not exist, like this:
Inside of Red # is like [[$12094**********]]. So I guess rollup() can reach out a custom field.
After making a rollup custom field, We can remove a custom field from a portfolio.then it work well.
But this is inconvenient. I hope it’s temporary, too.
There is tons of data in these projects and thus effort so it should be populating numbers and even if there was no effort tracked in the project it should still populate as zero, but the field is just empty.
Welcome @Courtney_Loring , yes! I have noticed this in my space and in the spaces of client’s that I consult - it’s seems the roll formula fields in Portfolios are going through some turmoil these days!
Any updates on this? I’m having a similar issue. I’ve got a series of rollup fields within my portfolio for budget tracking and work progress tracking. All were working correctly 30 minutes ago and then all of a sudden they all stopped working and gave me the hazard sign.
I found @Richard_Sather 's post about the potential bug, but in my case the project value is not a seemingly broken link.
Is this the same bug or related to the bug? @Julio_V, could you please escalate? This is really holding up my client, and it worked fine the last we had checked.
Also, one more probably less critical, separate but potentially related issue: The very same custom field added to a project and added to a portfolio appears differently.
Here’s what it looks like in the project note the presence of “Due date”:
Hey @lpb , for what it’s worth, it appears that the red triangles and the lack of displaying the formula’s result is simply a display issue. The formula is actually performing in the background as I can see in the ‘All activity’ tab of a task and it can even trigger rules that use the When # Number value is changed, as per below example. (formula field ‘% Progress’ being updated, then rule being triggered to change the progress bars)
I should mention that I have this issue in my legacy Phoenix space but not in my new Phoenix on the new/existing plan. Could that be it? Issue is only on legacy plans?
Not sure about the display issue you are seeing regarding Due date input within the formula, it could be linked.
Hi everyone, thanks for your report! It looks like we had two different issues:
Available project number/formula fields not showing up in the portfolio: This issue should be fixed now. Let me know if you’re still having any trouble.
Display issue with rollups: Our Developers confirmed that a fix was deployed yesterday evening (PT time). The issue should be resolved in most rollup formulas. A few might still be broken, but they’re investigating to ensure everything is fixed. If you continue to see any issues, please don’t hesitate to let us know.
@lpb, if the custom field issue is still happening, it could be a separate issue worth investigating.
@Vanessa_N Thank you for the update. My portfolio-level rollup formulas are now working correctly! I appreciate the fast response by the development team.
FWIW, the reports in my portfolio Dashboard tab were still functioning properly even though the values themselves were not displaying the in portfolio List tab. Just some additional context for the dev team.
@Richard_Sather thank you for escalating this issue to get it investigated!
The deployed fix worked for our problem too–thanks!
The only remaining issue for us is the minor missing “Due date” in the portfolio edit field as I showed in my earlier post, but it’s just a minor visual thing.
