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Status Shipped
Categories Reports
Created by CJ Jacobs
Created on Mar 19, 2020

RELATED IDEAS

Roll up initiative status available in a pivot report

As the head of product, I want to be able to show releases at the product level against product line (1st level rollup) initiatives with associated product line initiative statuses, so that I can group releases into higher level buckets to simplify my roadmap presentation.

One way to do this is by offering a "rollup initiative status" field in the pivot table off of an initiative record.

Initiative.png
Initiative.png
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Initiative.png
  • ADMIN RESPONSE
    Feb 13, 2024

    The status of this idea was out of date. This is now possible when adding fields to your report by clicking Add records related to initiative and then selecting the Roll-up initiative. You can then add any fields related to the roll-up initiative.

    Roll-up initiat...
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    Roll-up initiative.png
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  • Admin
    Julie Price
    Reply
    |     Mar 20, 2020

    Thanks for the idea!

    We will continue to monitor this idea for community feedback to help prioritize.

    In the interim, a workaround could be to create initiatives at the product level that align up to your product line initiatives. You can then add your releases, the product initiatives, and the product line level rollup initiatives into one pivot report.