How can I include comments in a portfolio view?

ahepp

I'm hoping to use Sheet Summaries on project plans to roll all project information into a portfolio report, but one thing that I need is a way to have a 'status update'. We use comments and the conversation tab heavily in project plans, so I can pull a 'latest comment' column, but I want to pull comments made for the entire sheet only. Is there a way to do this?

Alternatively, are there any expected plans to include comment ability on reports? This would resolve the issue also.

Andrée Starå

Hi @ahepp

I hope you're well and safe!

Yes, but you need a so-called helper column, which you would combine with a copy row workflow.

Then, you'd use cross-sheet formulas to collect all comments for each row in another column.

Make sense

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @ahepp

I hope you're well and safe!

Yes, but you need a so-called helper column, which you would combine with a copy row workflow.

Then, you'd use cross-sheet formulas to collect all comments for each row in another column.

Make sense

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

ahepp

Thanks, Andree! This is an interesting idea, I think it may work. Appreciate your time.

Andrée Starå

@ahepp

Excellent!

Happy to help!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!