Subtasks rolling up to parent task

[David_Lopez1]

Hello,

I am using Asana as an invoice tracker.

To give you a visual, I have a section called “Open” and there are multiple customers here added as tasks (1, 2, 3, etc.) there are also three key fields A, B & C.

A - “Award amount” this is where we manually enter the total agreement amount… let’s say it’s $10k in this example. ’
B - “Invoiced to date.” Often times we submit 5-10 invoices and we create subtasks for these invoices. The subtask can inherit field B and we can enter an amount here, but it doesn’t roll up to the parent task! This is where I need help. We have 3 subtasks for $1k each, I would be great if these $1k rolled up to the parent tasks to say $3k.
C - This is using Asana’s new formulas where A - B = C where C would give us the balance left to invoice.

Ideally it would look like;

Customer 1A ($10) - 1B($3K) = 1C ($7k)
Customer 2A ($5k) - 2B($4k) = 2C ($1k)
Total ($15k) ($7k) = ($8k)

It currently looks like;
Customer 1A ($10) - BLANK = 1C ($10k)
Customer 2A ($5k) - BLANK = 2C ($5k)
Total ($15k) ($7k) = ($8k)

[Andrea_Mayer]

Hello @David_Lopez1,

based on Richard’s post subtask roll-up is not supported at the moment by the advanced formula editor.

@Richard_Sather

Formulas are essentially number fields which, for as long as I know, do not support subtasks roll up to their parent task.

[lpb]

Note: Not a solution but marked as such to elevate a key reply

@David_Lopez1,

Here is one solution (I think) and another wacky partial solution, but neither completely approaches this exactly as you asked:

An approach that works well, and you could amend it to use subtasks:

Quick Tip: Accounting in Asana

Track billing and payments easily in Asana with a numeric dollar amount custom field (requires any paid plan). You can also use this for loans and repayments. Use a positive number for the amount billed, a negative number for each payment, and see the current balance automatically at the foot of each section. See Customer 1 - Project 1 below for a simple example. Recurring (weekly, monthly) payments are a breeze by setting the Due date to repeat; marking complete will add the next recurrence be…

Very hacky option:

Rolling expenses of subtasks up to parent task

Note: Not a solution but marked as such to elevate a key reply This is a hack because it uses a time tracking field (and requires Business or Enterprise) but may help some folks. You would use the hours portion for dollar amount of invoice and 00 for the minutes always. It will accomplish the roll-up at least, as explained here: https://forum.asana.com/t/column-functions-exclude-subtasks-or-not/456065/6?u=lpb Thanks, Larry

Thanks,

Larry

[David_Lopez1]

Thank you so much! While, I’m not sure these will work based on our current Asana workflow, I think this does give a new perspective on creative ways to work in Asana and can potentially apply these methods to other projects/tasks.