When I went to add a custom field to my portfolio this afternoon - I came across a new option for ‘Roll Up’!
Any number field inside your project - including actual hours or cost for example can now be used to roll up to the portfolio level
So therefore if your tasks in your project have hours associated - Asana will now add them up and total them for you at the portfolio level automatically. (Providing you have added this number field to your library.)
So much love for this feature - if you don’t have it yet - keep your eye out for it soon!
Is there anyway to add a filter to a roll up field (for example I want all the estimated times for task for a project rolled up, but want it to filter out estimates in the roll up that have a value of ‘not approved’ for my custom field ‘work approved’
Is the rollup feature limited to only numbers or can it rollup text?
Right now, I’m tracking the status of current projects with a custom field. It isn’t a number, it is language. Before my team would have to change the status both in the project itself and the portfolio.
Initially when I added the rollup in the portfolio it appeared to work, but now I just tried a test portfolio and it is reporting outdated information.
Why is it limited only to numerical values? My team has over 200 projects spread over 66 teams that each have their own individual status beyond the simple status that Asana assigns to every project. We are just 1 department. Having them update the status in more than one location leads to inconsistency and frustration.
Can Asana please consider adding this as a feature?
I wanted to use the roll up field to summarize estimated time for a project. It works, but the time is being represented in weeks/days. I want it to just display hours, is there a way to do this?
Thank you for the link. Yes I’ve known about the workaround for a while, but its a workaround. For the roll up in the column having my time estimations in weeks/days is a bit useless for me. If my leadership sees the roll up saying that the project is estimated to take 1 week they’d expect the work to be completed in 5 days or approx 35 hours. Not 168.
@Matthew_Willcock
I think you can achieve your hope with below( To get results in hours (with decimals)).
when you create a formula field above, you’ll get estimated time in hours(dicimal).
If you want to get it in days(dicimal), use (# Estimated time + 0)/60/7.
According to your explanation, your leadership recognize 7 hours as a day.So you can divide with 7.
