Seeking some assistance/guidance on Rollup / Headers (formula)

Greg Conran

I've reviewed some of the Rollup documents, and it appears some of what I'm thinking is do-able, but perhaps not fully, depending on how the formatting works... Appreciate any insights!

I have a project where I have several drop down status’s for tasks such as (STATUSA, STATUSB, STATUSC).  Since I have so many subtasks, I've broken them down into groups (structure shown below). Under these groups are where the real tasks are.

These subtasks would likely only display one status at a time, but the roll up tasks should show multiples if their subtasks were set to those values. 

This purpose of this is that one can see the overall requirements/status even when all the subtasks are collapsed. Considering there might be 100 rolled-up tasks, each with 20+ subtasks underneath, a rollup would be very useful.

Current sample structure

Top Level Task

               SUBTASKA

                               subtask1

                               subtask2

                               subtask3

               SUBTASKB

                               subtask1

                               subtask2

                               subtask3

               SUBTASKC

                               subtask1

                               subtask2

                               subtask3

Below is an example of subtasks with a certain status and the resulting higher level tasks display status. SUBTASKA displays the status of all lower tasks, SUBTASKB shows two status’s, as does SUBTASKC. The TopLevel Task references the status of the 3 main subtasks, and in this case will show all 3 status’ since SUBTASKA/B/C contain those three different statuses.

-Top Level Task (STATUSA, STATUSB, STATUSC)

               -SUBTASKA (STATUSA)

                               -subtask1

                              - subtask2 STATUSA

                              - subtask3

               -SUBTASKB (STATUSA, STATUSB)

                              - subtask1 STATUSA

                              - subtask2 STATUSB

                              - subtask3

               -SUBTASKC (STATUSA, STATUSC)

                              - subtask1 STATUSC

                              - subtask2 STATUSA

                              - subtask3 STATUS A

BullandKhmer

I think the best way to do this would be to set up a parent helper colum, with the column formula

=PARENT(Primary@row)

Then you could use a join collect function in the status column of you Top Level Task and SUBTASK AB&C rows

=JOIN(COLLECT(Primary:Primary, Parent:Parent, Primary@row), ", ")

BullandKhmer

This is problematic, because your using a formula in some cells of a drop down column... I'm not sure but I think it'll be OK, you may have to set your drop downs to unrestricted.