Project Plan - Excluding rows from the overall completion percentage calculations
I am creating a project plan that will be used for Lifecycle maintenance programmes.
Each project plan will consist of up to 8 different work packages which will have their own task lines in. (See attached pic)
This basic format will be the standard for all Lifecycle programmes. One of these will be for one of the buildings we look after.
Not all programmes will have approved work to do in all 8 work packages so I have created the tick flag to show if they are part of the programme or not.
This will help with reporting and dashboard creation but what I want to do is have the parent % calculations to exclude any rows that are not part of the programme?
As you can see in the pic it shows unticked rows feeding into the parent % total? Even if I delete the row % or N/A it still includes it?
Is there anyway to automatically exclude if not selected?
Thanks.
Answers
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Paul Newcome ✭✭✭✭✭✭Are you using dependencies? If so, it is not possible to exclude certain rows. You would need to turn off the dependencies and then use formulas to replicate these functions.
I have not yet had to replicate Predecessor and Duration columns, so I would have to do some testing on those if they are needed, but I have set up formulas to replicate the dependencies for the start and end dates as well as the % Complete and status if you would be interested in some help getting those set up.
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JeremiahHorstick ✭✭✭✭✭✭Considering all tasks equal:
=SUMIF(CHILDREN(Include:Include), true, CHILDREN()) / COUNTIF(CHILDREN(Include:Include), true)
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=if(countif([due date]:[due date],<today()) = 0,\"Green\",if(count([due date]:[due date]) * .1 >countif([due date]:[due date],<today()),\"Yellow\",\"Red\")<\/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":111265,"type":"question","name":"Calculating fines due based on calendar date","excerpt":"Hi, I am looking for help with calculating fines based on a missed due date, and the subsequent number of calendar days past the due date. Ideally, I would like the fine to calculate in two instances. 1) if the date in \"Y1Q1 Date Payment RCVD\" is greater than the due date, OR 2). the date is blank and today's date is…","snippet":"Hi, I am looking for help with calculating fines based on a missed due date, and the subsequent number of calendar days past the due date. Ideally, I would like the fine to…","categoryID":322,"dateInserted":"2023-10-05T17:03:50+00:00","dateUpdated":null,"dateLastComment":"2023-10-05T18:35:56+00:00","insertUserID":168047,"insertUser":{"userID":168047,"name":"Stitched","url":"https:\/\/community.smartsheet.com\/profile\/Stitched","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-05T18:27:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":120260,"lastUser":{"userID":120260,"name":"David Tutwiler","title":"","url":"https:\/\/community.smartsheet.com\/profile\/David%20Tutwiler","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiIpuCpV7Zvo9nduJmLt8ULNYObTVazzemdnIiy6w=s96-c","dateLastActive":"2023-10-05T20:38:02+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers Alumni"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":17,"score":null,"hot":3393058186,"url":"https:\/\/community.smartsheet.com\/discussion\/111265\/calculating-fines-due-based-on-calendar-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111265\/calculating-fines-due-based-on-calendar-date","format":"Rich","lastPost":{"discussionID":111265,"commentID":398719,"name":"Re: Calculating fines due based on calendar date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398719#Comment_398719","dateInserted":"2023-10-05T18:35:56+00:00","insertUserID":120260,"insertUser":{"userID":120260,"name":"David Tutwiler","title":"","url":"https:\/\/community.smartsheet.com\/profile\/David%20Tutwiler","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiIpuCpV7Zvo9nduJmLt8ULNYObTVazzemdnIiy6w=s96-c","dateLastActive":"2023-10-05T20:38:02+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers Alumni"}},"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\/M47QMCUFOQU2\/image.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/M47QMCUFOQU2\/image.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/M47QMCUFOQU2\/image.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/M47QMCUFOQU2\/image.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/M47QMCUFOQU2\/image.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/M47QMCUFOQU2\/image.png"},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-05T20:33:37+00:00","dateAnswered":"2023-10-05T17:40:08+00:00","acceptedAnswers":[{"commentID":398693,"body":"
I think this will work. The first part of the formula handles if a payment was received but was past the due date, and the second part handles if TODAY() is past the due date but no payment shows as received. It should return blank if neither requirements are met, so it inherently solves the third example.<\/p>
Formula<\/strong><\/p> =IF(NOT(ISBLANK([Y1Q1 Date Payment RCVD]@row)), IF([Y1Q1 Date Payment RCVD]@row > [Due Date]@row, [Y1Q1 Date Payment RCVD]@row - [Due Date]@row), IF(TODAY() > [Due Date]@row, TODAY() - [Due Date]@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":[]},{"discussionID":111252,"type":"question","name":"Convert Text to Date","excerpt":"I am looking for help to convert 20230818 ['Max Date' text formatted column] to read 08\/18\/2023 in the ['Last Activity Date' date formatted column]. However, the formula that I am using returns a value of #INCORRECT ARGUMENT SET. =DATE(VALUE(MID([Max Date]@row, 5, 2), (VALUE(RIGHT([Max Date]@row, 2), (VALUE(LEFT([Max…","snippet":"I am looking for help to convert 20230818 ['Max Date' text formatted column] to read 08\/18\/2023 in the ['Last Activity Date' date formatted column]. However, the formula that I am…","categoryID":322,"dateInserted":"2023-10-05T14:43:03+00:00","dateUpdated":null,"dateLastComment":"2023-10-05T16:30:55+00:00","insertUserID":165028,"insertUser":{"userID":165028,"name":"Heather P.","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Heather%20P.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jQ9z43MAzno!g06wZ9dLOEg!WMaAtvFiz-H","dateLastActive":"2023-10-05T20:23:56+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-05T20:45:58+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":31,"score":null,"hot":3393043438,"url":"https:\/\/community.smartsheet.com\/discussion\/111252\/convert-text-to-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/111252\/convert-text-to-date","format":"Rich","lastPost":{"discussionID":111252,"commentID":398665,"name":"Re: Convert Text to Date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/398665#Comment_398665","dateInserted":"2023-10-05T16:30:55+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-05T20:45:58+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\/XEL3OVI7TIKD\/snag-853419.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/XEL3OVI7TIKD\/snag-853419.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/XEL3OVI7TIKD\/snag-853419.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/XEL3OVI7TIKD\/snag-853419.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/XEL3OVI7TIKD\/snag-853419.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/XEL3OVI7TIKD\/snag-853419.png"},"alt":"Snag_853419.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-05T15:59:30+00:00","dateAnswered":"2023-10-05T15:14:46+00:00","acceptedAnswers":[{"commentID":398634,"body":"
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