New Feature! 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 :rocket: So therefore if your tasks in your…

Here’s the announcement for this feature, released a couple weeks ago: [image] New! Custom field rollups in portfolios for increased visibility into key metrics Product Updates Hi Asana Community! wave:t3 Today, I’m excited to announce the launch of custom fi…

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’

Hi @Michelle_Wroblewski welcome to the forum. There isn’t a way with the roll up fields but you can do it in the Dashboard by using the filters.

Hi Larry Just to ensure I understand this correctly, the roll up custom field in the project portfolio will add up all cost fields in a projects tasks? As long as the cost field is set to global in project. So if I have three tasks in a project each with a cost field of $500, the roll up custom f…

Yes, I believe all that’s correct, @LexJ !

Hi… 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 add…

Welcome, @Matthew_Sonduck , and sorry, it won’t roll up text. Thanks, Larry

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 inconsis…

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 …

Roll Up Custom Field - Portfolios

Asana Community Ask the Community

Tetsuo_Kawakami 21 February 2025 02:10 11

Hi, @Matthew_Willcock
You can refer to Number formatting of "estimated time" in charts in hours instead of days - #19 by Richard_Sather.

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Roll Up Custom Field - Portfolios

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