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  The status of this idea was out of date.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...

  Roll-up initiative.png

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  Roll-up initiative.png

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