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”: