Calendar View

Carl

New to Smartsheets but I've created individual project sheets and I've taken key production data, specifically dates and linked them to a Master Production Schedule sheet.

I've added the customer name as the parent and each stage of production as a child which allows me to see customer names and all of the steps in production. I use a template to replicate the exact same descriptions, etc each time to eliminate typing.

I've added filters by operation in order to give the guys on the floor a view into their work load.

As one example (pictured) I've filtered by CNC cutting and edgebanding which is one distinct part of our production cycle. I can see the Gantt details for that one operation and the customer name.

When I switch to Calendar View which is a more impactful visual for scheduling production I lose all of the customer names (parents) - I see I have a potential problem from this view but I have no idea which jobs are overlapping.

Other than having to edit every task name, which likely renders the filtering useless, is there some way to attach or view the parent name over/in/under the calendar entry for the task?

Carl

J. Craig Williams

Carl.

As you have discovered, you can change the column used for the Gantt chart in the Project Settings. You can only show one column, however, careful usage of PARENT() and JOIN() may get you where you want to go.

PARENT() will get the value of the parent of the cell referenced in the ()

JOIN() allows cells to be joined together with a separator.

Hope this helps.

Craig

Galen Garrison, PMP, CSM, MBA

Thank you, Craig.