How to roll up Projects into a Portfolio table?

#1

Hello,

I am the portfolio manager for a team of project managers. The project managers have one or more projects within Air Table and I want a portfolio that is a rollup of all the projects. How do we link their projects directly to my portfolio (table)?

Thanks!
Robin

0 Likes

#2

Welcome to the community, Robin! :smiley:

The only way for this to work is for all tables to be in the same base. Airtable currently doesn’t support referencing between bases. With all tables in one base, rolling up the relevant info from each project manager’s table into a master portfolio table should be relatively easy.

0 Likes