Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.
Best practices; optimum template design for pulling/pushing distilled info from a sheet
Typical project management templates are not designed to easily get a distilled summary of important points. I am wondering if these is a template out there that would allow foreasilypushing out or pulling from a sheet the following. If this info is in form of a symbol (Harvey Ball symbols for example) instead of numbers it would even be better.
I understand sites can be used for this. However, if info on template is not in appropriate format use of sights will not make a difference.
1. 1) Is project on schedule?
2. 2) If not on schedule, how late and what is/are 1, 2 or 3 key bottle necks?
3. 3) What is plan to remove bottle neck
4. 4) If bottle neck(s) is/are removed, will project get back on schedule or completion date needs revision?
AnAll pertinent inputs appreciated.
Comments
-
Mattisphere ✭✭✭You could try the Project Portfolio Rollup solution at//www.santa-greenland.com/pm-solutions/project-portfolio-rollup. There is a "Path to Green" status and you could use a formula on the At Risk? field to turn the flag on based on the scheduled due date for that task if it has past or is nearing and the row is not 100% complete. Then you could use the included Portfolio Risk Tracker to see the flagged items and the "Path to Green" field for that row. I think that is the easiest of the solutions to use based on what you're looking for.
Categories
<\/p>
=IF(Status1 = \"\", \"\", IF(Status1 = \"Full\", \"Green\", IF([Completion Date]1 < TODAY(), \"Red\", IF(AND([Completion Date]1 >= TODAY(), [Completion Date]1 < TODAY(+7)), \"Yellow\", \"Green\"))))<\/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":[]},{"discussionID":108000,"type":"question","name":"Sumifs with references and dates not calculating","excerpt":"HELP!!!! I am working in a summary metrics sheet. I am trying to find the total projected revenue by month. I have created 2 references, the revenue column to sum, and the date column. For some reason I keep getting 0 even though there is revenue in the column for that date. I can't figure out what is wrong with my…","snippet":"HELP!!!! I am working in a summary metrics sheet. I am trying to find the total projected revenue by month. I have created 2 references, the revenue column to sum, and the date…","categoryID":322,"dateInserted":"2023-07-24T21:59:21+00:00","dateUpdated":null,"dateLastComment":"2023-07-24T22:33:39+00:00","insertUserID":149858,"insertUser":{"userID":149858,"name":"VTwyford","url":"https:\/\/community.smartsheet.com\/profile\/VTwyford","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-24T22:26:44+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":161714,"lastUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-25T12:20:45+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":20,"score":null,"hot":3380475780,"url":"https:\/\/community.smartsheet.com\/discussion\/108000\/sumifs-with-references-and-dates-not-calculating","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108000\/sumifs-with-references-and-dates-not-calculating","format":"Rich","lastPost":{"discussionID":108000,"commentID":386750,"name":"Re: Sumifs with references and dates not calculating","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386750#Comment_386750","dateInserted":"2023-07-24T22:33:39+00:00","insertUserID":161714,"insertUser":{"userID":161714,"name":"Carson Penticuff","url":"https:\/\/community.smartsheet.com\/profile\/Carson%20Penticuff","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/B0Q390EZX8XK\/nBGT0U1689CN6.jpg","dateLastActive":"2023-07-25T12:20:45+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":"2023-07-25T09:21:15+00:00","dateAnswered":"2023-07-24T22:26:13+00:00","acceptedAnswers":[{"commentID":386748,"body":"
As written, you will not get any matches. Your formula is looking for a date that is both less than or equal to January First and Greater than or equal to January 31st. You will need to reverse those to match January numbers.<\/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":[]},{"discussionID":107987,"type":"question","name":"Assistance with JOIN\/INDEX and COLLECT function?","excerpt":"Hey Community! What I'm looking to do: I have Part Number and Key Supplier as 2 different columns. When I put in multiple part numbers (the first column), I want to return all of the associated suppliers (column 2). Has anyone done this before?","snippet":"Hey Community! What I'm looking to do: I have Part Number and Key Supplier as 2 different columns. When I put in multiple part numbers (the first column), I want to return all of…","categoryID":322,"dateInserted":"2023-07-24T17:50:18+00:00","dateUpdated":null,"dateLastComment":"2023-07-24T18:16:55+00:00","insertUserID":163406,"insertUser":{"userID":163406,"name":"TheNickOdeh","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheNickOdeh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!By_fAfxm434!hJ_fYfgw6vw!ljAe2NhOVY8","dateLastActive":"2023-07-24T18:14:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163406,"lastUser":{"userID":163406,"name":"TheNickOdeh","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheNickOdeh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!By_fAfxm434!hJ_fYfgw6vw!ljAe2NhOVY8","dateLastActive":"2023-07-24T18:14:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":33,"score":null,"hot":3380444833,"url":"https:\/\/community.smartsheet.com\/discussion\/107987\/assistance-with-join-index-and-collect-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107987\/assistance-with-join-index-and-collect-function","format":"Rich","tagIDs":[254,391],"lastPost":{"discussionID":107987,"commentID":386698,"name":"Re: Assistance with JOIN\/INDEX and COLLECT function?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386698#Comment_386698","dateInserted":"2023-07-24T18:16:55+00:00","insertUserID":163406,"insertUser":{"userID":163406,"name":"TheNickOdeh","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheNickOdeh","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!By_fAfxm434!hJ_fYfgw6vw!ljAe2NhOVY8","dateLastActive":"2023-07-24T18:14:29+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,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/1SMLREBBS48U\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-24T18:16:44+00:00","dateAnswered":"2023-07-24T18:08:43+00:00","acceptedAnswers":[{"commentID":386696,"body":"
=JOIN(COLLECT([Key Supplier]:[Key Supplier], [Part Number]:[Part Number], HAS([Part Numbers]@row, @cell)), \", \")<\/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"},{"tagID":391,"urlcode":"product-development","name":"Product Development"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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 Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
