Rule condition "check if" based on number in a portfolio not possible

[Samuel_Michaels2]

Hey all,

I want to do the following. If a milestone in a project is completed (and therefore the section), I want my custom status in my portfolio to change to the new project phase.

I have found a way that every time a milestone is completed and it meets the condition of having a certain code, a 1 is added to the field that collects the numbers (let’s call it “Milestone Collector”.

I then use a roll up in my portfolio that adds up the numbers from said field “Milestone Collector”. If one milestone is done, then the roll up value is 1, if two milestones are done then the roll up value is 2, etc.

That all works fine.

I want to the create a rule in my portfolio that goes like this:

When “Milestone Collector” is changed, check if “Milestone Collector” is 1, then change my project status to XYZ.

But I cannot select a numeric field in the “check if”.

Two questions:

1. Does anyone know why this might be?
2. Does anyone have a better idea of how I could solve my issue that doesn’t require a roll up and a numeric field?

[Bastien_Siebman]

Hi,

I believe this is simply a feature not yet available. What you describe, a check if on a number, was only very recently added to the project Rules, so I am not surprised it isn’t part of Portfolio Rules yet.

Your workaround was very clever, we use it for some projects using subtasks and tasks and it works well. I don’t have a better idea for you, you are limited by features not being available… @Arthur_BEGOU any idea?

[Tetsuo_Kawakami]

How about using milestone progress field in portfolio?
You can activate it from option>show/hide columns>milestone progress.

or
creating a rule like the following.

[Samuel_Michaels2]

Thanks, the second option could work