Ability to roll-up numeric / currency Project Custom fields

Hi Bryan,

  Unfortunately, the only true roll-up supported is one created at the Work Item level.  This field will continue to roll-up to the project portfolios; however, the field must be populated at the leaf level (usually a task).  I will add you to the feature request for the ability to set the non-leaf fields values (similar to revenue fields, for example).  For your project level fields, another option is to create a formula roll-up summary field at the project level which sums the "Impacting and Sub Items" field value.  This will create a separate field on the object for roll-up purposes.

Could someone in Clarizen please explain the steps of how to achieve this.  As we also have the same issue in which we have created custom fields that need to have the sum rolled up.

Many thanks.

By the way we have Version 6

You create a custom field at the work item level, and check the Roll-up checkbox which is the very last option when creating the custom field.

Josh, Thank you for getting back to me.  However, the only options I have when creating a Custom Field are attached.  What do I check?

That is because you are creating a new custom field at the task level.  You need to create this field at the "Work Item" level (click work item on the left-side menu on the configuration page).

Josh,  Thank you, I found the option and now it is working.

On another note, if it's ok to post here.  In my Work Plan I have a Project in which all my Tasks are completed.  However, as they are complete I would not to display this as it is now complete.  Is there a way of hiding the items completed.  I had a look at the column Filtering options and unfortunately this only highlights the options and not hide.

Absolutely, just click on the filter button next to the search box in the upper-right of the panel.  Here you can use the checkboxes to display only active/draft items.  You can filter in pretty much any page and the filters can be saved to your view; it's a great feature!