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Easy way to pull data from Program Custom Form field to Project custom form?

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Level 4

For example, we would like to track dates for product launch announcements, but only input the information at the Program level. If we put in a date field in the Program custom form is there a way to create a calculated field on the project form that would pull in that date, and thus automatically update, as the Program level announcement date changes?

3 Replies

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Level 10

Hi - yeah, the calculation is very easy too. :)

Program.Product Launch Date

(Or what name you have for the field. But note is it case sensitive so copy directly from the form)

It is nice when you have the one-to-one relationship. Like we have on the Project Custom Form the Program and Portfolio Names so that we can easily get that in reporting. :)

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Level 4

THANK YOU!!!!!! I'll miss seeing your presentations at LEAP this year. Your presentations are always so engaging and informative. Hopefully you'll be doing some virtual sessions?

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Level 10

Of course!!! This year we are going to talk about all the integrations we did (whether with other tools or with Workfront itself)