# Update custom field in portfolio

**URL:** <https://forum.asana.com/t/update-custom-field-in-portfolio/466089>\
**Category:** Asana In Practice\
**Tags:** portfolios, custom-fields\
**Created:** [28 June 2023 03:16 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089 "2023-06-28T03:16:41Z")\
**Posts on this page:** 11\
**Page:** 1

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**Author:** ![criL](https://luna1.co/8d76cd.png) [@criL](https://forum.asana.com/u/criL)\
**Post date:** [28 June 2023 03:16 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/1 "2023-06-28T03:16:41Z")

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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

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**Author:** ![Bastien\_Siebman](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/bastien_siebman/32/172354_2.png) [@Bastien\_Siebman](https://forum.asana.com/u/Bastien_Siebman)\
**Post date:** [28 June 2023 07:15 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/2 "2023-06-28T07:15:59Z")

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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

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**Author:** ![criL](https://luna1.co/8d76cd.png) [@criL](https://forum.asana.com/u/criL)\
**Post date:** [28 June 2023 12:43 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/3 "2023-06-28T12:43:50Z")

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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!

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**Author:** ![Bastien\_Siebman](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/bastien_siebman/32/172354_2.png) [@Bastien\_Siebman](https://forum.asana.com/u/Bastien_Siebman)\
**Post date:** [29 June 2023 04:12 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/4 "2023-06-29T04:12:45Z")

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

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**Author:** ![criL](https://luna1.co/8d76cd.png) [@criL](https://forum.asana.com/u/criL)\
**Post date:** [29 June 2023 06:09 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/5 "2023-06-29T06:09:03Z")

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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!

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**Author:** ![Bastien\_Siebman](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/bastien_siebman/32/172354_2.png) [@Bastien\_Siebman](https://forum.asana.com/u/Bastien_Siebman)\
**Post date:** [3 July 2023 06:43 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/6 "2023-07-03T06:43:14Z")

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

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<div class="post-metadata">

**Author:** ![criL](https://luna1.co/8d76cd.png) [@criL](https://forum.asana.com/u/criL)\
**Post date:** [3 July 2023 07:36 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/7 "2023-07-03T07:36:52Z")

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

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**Author:** ![Bastien\_Siebman](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/bastien_siebman/32/172354_2.png) [@Bastien\_Siebman](https://forum.asana.com/u/Bastien_Siebman)\
**Post date:** [3 July 2023 09:01 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/8 "2023-07-03T09:01:24Z")

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Here you go [Roll Up Custom Field - Portfolios](https://forum.asana.com/t/roll-up-custom-field-portfolios/387697)

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**Author:** ![LexJ](https://luna1.co/8d76cd.png) [@LexJ](https://forum.asana.com/u/LexJ)\
**Post date:** [1 April 2024 02:11 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/9 "2024-04-01T02:11:27Z")

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Hi Bastien

Just to ensure I understand this correctly, the roll up custom field in the project portfolio will add up all cost fields in the projects tasks?

As long as the cost field is set to global.

So if I have three tasks in a project each with a cost field of $500, the roll up custom field in the portfolio should show $1500?

Thank you

Alex

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**Author:** ![Larry\_Berger\_lpb](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/larry_berger_lpb/32/276017_2.png) [@Larry\_Berger\_lpb](https://forum.asana.com/u/Larry_Berger_lpb)\
**Post date:** [1 April 2024 05:29 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/10 "2024-04-01T05:29:45Z")

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This is a duplicate question; already answered in this thread:

> [@Roll Up Custom Field - Portfolios](https://forum.asana.com/t/roll-up-custom-field-portfolios/387697/5):
>
> Hi Larry Just to ensure I understand this correctly, the roll up custom field in the project portfolio will add up all cost fields in a projects tasks? As long as the cost field is set to global in project. So if I have three tasks in a project each with a cost field of $500, the roll up custom field in the portfolio should show $1500? Many thanks Alex

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**Author:** ![system](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/system/32/276370_2.png) [@system](https://forum.asana.com/u/system)\
**Post date:** [30 May 2025 18:59 UTC](https://forum.asana.com/t/update-custom-field-in-portfolio/466089/13 "2025-05-30T18:59:56Z")

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Closed on 30 May 2025 18:59 UTC


