Update custom field in portfolio

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1

Hi everybody! Is there any trick to update custom field in portfolio with the same custom field in project (for example the last written at project level).
Thanks a lot

2

Hi,

I am not sure I understand. A project will contain fields applying to task. And a project can have fields at the project level if they are added to portfolios. Can you clarify which fields you are talking about?

Thanks

3

Hi Bastien, some of my task are kpi vaues, for example:
FIELD NAME KPI
kpi (date month 1 )>>> value 10
kpi (month 2)>>> value 30
kpi (month 3) >>> to be written next month

The last value is VALUE 30
I want that the last kpi (value 30) will be written in filed KPI at project level (in portfolio).
Thank you!

4

“kpi” fields are on tasks? and all tasks have a specific value? you want the sum of kpis written at the project level?

5

Just 4 task with value that we record one time a month.
The last must be seen in portfolio in the row of the project.
thx again and CIAO!

6

If you use a rollup field at the portfolio level does it work?

7

mmm… and where can I learn about it? thx a lot!!!

8

Here you go Roll Up Custom Field - Portfolios

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