Control Center Project Plan doesn't update Master Summary Rollup sheet until project plan is saved.

Robin Brown
Robin Brown ✭✭
edited 09/12/23 in Add Ons and Integrations

I have a formula on the project plan template which uses the TODAY() fx to identify when tasks are at risk because they are overdue. Project plans are linked in Control Center to a master rollup. The risk flag doesn't link until the project plan has been opened and saved.

Is there a fix for this? The problem is the portfolio manager is monitoring the rollup and if a PM has not opened the plan, the risk flag won't be seen.

Does the TODAY() fx not work until opened and therefore the link is irrelevant?

Best Answer