Hi, I have created a rollup for two portfolios of mine. I have another portfolio above those that I am trying to report to. How do you use that same rollup to report up?
I tried inputting the same rollup but it is coming up blank in my top Portfolio.
Projects report to Portfolio 1 & 2, I need Portfolios 1 & 2 to report up to Porfolio 3 and sum up their totals.
Suggestions?
Hi @Charlie_Rossi
In Asana, rollups don’t work across portfolios. That’s why your top Portfolio is showing blank.
Why:
Rollups only calculate data from projects directly inside the portfolio, not from other portfolios.
What you can do:
Best option: Add all projects from Portfolio 1 & 2 into Portfolio 3 as well → your rollup will work
Or create a summary project for each portfolio and roll those up into Portfolio 3