Hi,
we have created some custom fields in our projects, like estimated costs, actual costs, benefit etc.
We have also added these fields to our portfolio overview, but we do not see the totals. It seems like it has to be put in manually.
Is there a way to automatically show totals of custom fields (e.g. total sum of costs) in the portfolio overview?
Thank you!
Vanessa
Hi,
If I am not mistaken, custom fields at the project level and at portfolio levels are two different things and are not related indeed. I don’t know if Asana has plan to link them on day… @Marie @Emily_Roman any input?
@Bastien_Siebman Custom Fields are actually global components that can be applied to projects and portfolios all the same. I quite often will use the same global Custom Fields (saved to Org) at both the project and portfolio level.
I believe what @Vanessa_Künstler is pointing out is there isn’t a way to see the average/sum of numerical values in custom fields from the portfolio view, like you can in projects across the whole or within sections.
I’m hopeful that in the future the Dashboard tab will be available for Portfolios and this would be a great way to see the breakouts you are looking for @Vanessa_Künstler. In the meantime, I would recommend looking into exporting your Portfolio to a Google Sheet.. This creates a dynamic connection and enables you to create a variety of visuals like pivot tables, charts, dashboard widgets, etc. While I, too, would love to see some level of charting like this in Asana it is a fantastic integration that syncs data every hour!
I do understand they are all “custom fields” you can mix and match. But my belief was that the initial Asana plan was to have portfolio fields (budget, priority…) and project custom fields (stage, minutes…). But that would be cool to have them linked!
Yeah, I haven’t discovered a handle full of cases where I can use the same custom field at both levels but there are a few.
Given that a custom field isn’t dedicated to a project or portfolio (meaning it can be created in one and added to the other), I think it would be great to retain custom field assignments when converting a task to a project. To achieve this you would have to be able to add a project to a Portfolio when converting from a task.
Exactly my point yet, but badly articulated in my case.
@Vanessa_Künstler I believe your question is similar to this one: Custom Fields in a Portfolio not populating. As it stands, it’s currently not possible to automatically see the total of a number custom field in Portfolio. We don’t have immediate plans to implement this feature but I’ve gone ahead and moved your thread to the product feedback category to allow other customers to support this request 
Thank you @Emily_Roman, Bastien and Jerod!
I have found a work around: I get the total number of the custom field from the project’s dashboard, type that number in manually in my status report. Now the custom field in the portfolio gets automtically populated. It is not ideal to type something in manually but I think it is okay since you should update your projects on a regular basis anyway 
Anyhow, I would very much appreciate an automated function in the future
I have to dig into why you don’t support this currently, as it’s yet another example of going almost far enough to allow your users to create better project reporting, but creating a hard stop in the last few steps.
You support auto-updating connections to Google Sheets through Portfolios, and you support Custom Fields in portfolios. Why don’t you support those custom fields connecting automatically to paired data from the projects/tasks within the portfolio?
In my use case, I want to track total effort required across our tasks (story points, hours remaining, whatever). Your intended workflow is to require me to aggregate the totals from the tasks by hand for my portfolio each day?
Why even have the google sheet auto connect if you don’t support automated updates within the portfolio? (edit: I see - the number of tasks does auto update… I’m going to restate how utterly useless the number of tasks is as a metric for project health, because no two tasks are the same size.
This is a completely useless feature to me).
If you would automate this, you’d at least give me a way around your lack of support for burndowns, etc within the tool itself (see here Burndown Charts in Asana)
I have had several requests for this from clients and decided to build a custom-made automation. I agree it would be great to have this built-in!
has a function to add sum been added? I need this in my portfolio view but I have 100+ projects and cannot add manually
Not yet.
We need this feature - is this possible to get
Only certain fields pull from the underlying projects to populate the overview:
Task progress
Date
Status
Owner
Is it possible for additional fields too, or just the above?
Welcome to the Asana Community Forum @Craig_G_Howe!
While you can add more custom fields to the portfolio you cannot really pull in data and aggregate info.
I have merged your post into an existing feedback request thread. You can contact Bastien who created a custom-made automation.
Thanks for your help @Andrea_Mayer
@Bastien_Siebman How do I get your custom made automation?
You can send me an email at bastien@ido-clarity.com with details about what you need
You can change the Task progress column to Milestones and see those rolled up too, another thing pulled from the projects level.
Larry
Hi Asana Decision-makers, Please add functionality to aggregate/track/manage to story points. Huge project/program management gap without that. Thx!
Any updates on this? Its a critical field for our projects and manual workaround is also not working for some reason.