PMO Project Intake Sheet & Project Metadata

Marcia562
Marcia562 ✭✭✭
edited 03/09/23 inFormulas and Functions

嗨,我的m using the PMO template to create the intake sheet and metadata. I see where in step 1B you can edit this column. What are people editing this column to say? Does it has to still be a drop down?

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What if I don't have an edit, can it just be deleted? I'm thinking I can't based on the note below.

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Answers

  • Colleen Patterson
    Colleen Patterson ✭✭✭✭✭✭

    @Marcia562

    The goal for the sheet would depend on what you are trying to track and why you are creating this sheet set (what are you trying to accomplish). In the sheet that I have: I have those modified to be different project types, Status, Who the assigned personnel are, who the client is for the project; etc - as we are using the intake sheet and the metrics to track interdepartmental work and I want to break the metrics down for the following: by client, by service line, and by PM.

    If my answer helped you, please be sure to mark it as Accepted to help future learners locate the information.

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=COUNTIFS(PNS@row, 1) + COUNTIFS(EIP@row, 1) + COUNTIFS(Facilities@row, 1) + COUNTIFS([Patient Care Experience]@row, 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109375,"type":"question","name":"Calculate number of days and years from start date","excerpt":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and days? Example: Start date is 06\/01\/2020, today is 08\/23\/2023 so the Tenure should be 3 years, 2 months, 22 days. I would take 3.2","snippet":"I need to see how long staff have been with us, their tenure. I need this for any given dates, meaning \"today\". I have the start date, how do I get the days from that in years and…","categoryID":322,"dateInserted":"2023-08-24T01:42:08+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T17:16:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":82351,"lastUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T17:16:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":39,"score":null,"hot":3385732039,"url":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109375\/calculate-number-of-days-and-years-from-start-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109375,"commentID":392349,"name":"Re: Calculate number of days and years from start date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392349#Comment_392349","dateInserted":"2023-08-24T15:05:11+00:00","insertUserID":82351,"insertUser":{"userID":82351,"name":"Leann Gibson","url":"https:\/\/community.smartsheet.com\/profile\/Leann%20Gibson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-04\/7e\/c6\/n7ec6db531603daaefab20990ddcfdd53.jpg","dateLastActive":"2023-08-24T17:16:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T15:05:21+00:00","dateAnswered":"2023-08-24T15:05:11+00:00","acceptedAnswers":[{"commentID":392349,"body":"

That worked perfectly, thank you!!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"formulas","name":"Formulas"}]},{"discussionID":109369,"type":"question","name":"INDEXING and Validating","excerpt":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily and may span multiple years. With that said this is where I am stumped. =INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 1}, <> \"//www.santa-greenland.com/community/discussion/102341/\"),…","snippet":"I have a perplexing question, that I am sure someone knows and I am missing here. I am working on a sheet to gather data from a form. However, this form will get quite lengthily…","categoryID":322,"dateInserted":"2023-08-23T21:21:49+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:04:04+00:00","insertUserID":163519,"insertUser":{"userID":163519,"name":"Frank Hammond","title":"Mr.","url":"https:\/\/community.smartsheet.com\/profile\/Frank%20Hammond","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2023-08-24T15:23:34+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T18:14:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":42,"score":null,"hot":3385713353,"url":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109369\/indexing-and-validating","format":"Rich","lastPost":{"discussionID":109369,"commentID":392314,"name":"Re: INDEXING and Validating","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392314#Comment_392314","dateInserted":"2023-08-24T14:04:04+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-24T18:14:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-23T21:50:04+00:00","dateAnswered":"2023-08-23T21:43:36+00:00","acceptedAnswers":[{"commentID":392246,"body":"

@Frank Hammond<\/a> <\/p>

Your formula is close, looks like you just need commas between your criterion range and criterion.<\/p>

=INDEX(COLLECT({Test Sheet 1 Range 1}, {Test Sheet 1 Range 2}, = 9, {Test Sheet 1 Range 3}, = 2023), Index@row)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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