Hi everyone, I’m excited to announce you can now use a new rollup function in formula custom fields to aggregate values from projects up to the portfolio level. This powerful enhancement allows you to create a single source of truth for resource management data, significantly improving reporting, workload planning, and automation capabilities.
Previously, rollups were limited to portfolio views. With this update, data created via these rollup formula custom fields can be used in project-level automations, universal and portfolio workload, reporting features, and as inputs to other formulas.
Feel free to reach out via the Tips and Tricks category if you have any questions!