项目进度基线-重新基线时是否保留历史记录?

Carolynh
Carolynh ✭
在内容基本知识

我们正在使用项目进度基线功能，但最近了解到进度可以重置或删除。有没有办法跟踪日程表被“重置”或“删除”并再次基线的次数?我们担心的是，如果不跟踪历史记录重置了多少次，我们就无法真正知道最初的预定日期。如果项目偏离轨道，项目经理可以不断重置基线，因此看起来他们的项目总是“准时”的。来自第一个基线的原始数据是保存在任何地方，还是保存在任何元数据报告中?谢谢!

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ok- in your first post you said <\/p>

\"Yellow - 2 or more of the 5 categories are showing yellow\"<\/p>

but above you say if 2 or fewer are yellow then green. Should it be less than 2 yellow is green?<\/p>

See how this one works for you. Play around with the combos see if it works.<\/p>

=IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Blue\") = 5, \"Blue\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Red\") > 1, \"Red\", IF(COUNTIF([stakeholder health]@row:[resourcing health]@row, \"Yellow\") > 1, \"Yellow\", \"Green\")))<\/em><\/p>

Not sure how you want to represent different combos such as , 2 x blue, 1 x red, 1 x yellow, 1 x green? Currently this will show Green.<\/p>

Let me know!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 19:10:30","updateUser":{"userID":150538,"name":"Preston P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Preston%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nWVKDFTEFOKBN.png","dateLastActive":"2022-09-23T19:17:22+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":95815,"type":"question","name":"Automation Custom Recurrence - how is the \"Repeat On\" day defined?","excerpt":"Greetings, Does anyone know what is the reference point for the \"Repeat On\" day circled below in the Custom Recurrence section for Automation Triggers - is it referencing the day of the month or the number of days after the trigger initiates? The reason I ask is, I set this recurrence to start on 20 Sept. Originally, I set…","categoryID":321,"dateInserted":"2022-09-22T19:05:37+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T19:09:43+00:00","insertUserID":136455,"insertUser":{"userID":136455,"name":"Russ Onkeles-Klein (RI\/GLOBAL)","url":"https:\/\/community.smartsheet.com\/profile\/Russ%20Onkeles-Klein%20%28RI%252fGLOBAL%29","photoUrl":"https:\/\/lh3.googleusercontent.com\/-XdUIqdMkCWA\/AAAAAAAAAAI\/AAAAAAAAAAA\/4252rscbv5M\/photo.jpg","dateLastActive":"2022-09-23T19:17:26+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":144835,"lastUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":35,"score":null,"hot":3327836120,"url":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95815\/automation-custom-recurrence-how-is-the-repeat-on-day-defined","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":95815,"commentID":344622,"name":"Re: Automation Custom Recurrence - how is the \"Repeat On\" day defined?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344622#Comment_344622","dateInserted":"2022-09-23T19:09:43+00:00","insertUserID":144835,"insertUser":{"userID":144835,"name":"Brandon R.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brandon%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!kukr_7YOdjs!giMqJ5ZDO7s!rkxErLZ6yXj","dateLastActive":"2022-09-23T19:07:08+00:00","banned":0,"punished":0,"private":false,"label":"Employee"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T19:04:17+00:00","dateAnswered":"2022-09-23T18:27:24+00:00","acceptedAnswers":[{"commentID":344614,"body":"

@Russ Onkeles-Klein (RI\/GLOBAL)<\/a> I know that each of us has our own way of building out workflows. This is actually something I am well versed in on the support side so I love setting these up for our customers.<\/p>

To quote your ask here, I'm going to try to break it down a little more for you.<\/p>

I'd like to confirm one thing related to your caveat comment, \"If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen. For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\" <\/em>Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger? <\/p>

If there are no rows that will trigger prior to 10\/14 for example, on 10\/15 nothing will happen.<\/em><\/p>

This is correct. The reason being is that the workflow is looking for any changes that were made and saved between the first date of the range and the last date of the range. So in your case the first one would have been 9\/20 because it takes that date as day 1 when you first build it. Same thing happens when you make any adjustments. So it basically says to the sheet \"If you see any changes that were made between 9\/20 and 12\/22, I need you to send me those rows so I can process this request\").<\/p>

For example, if there were no rows in my sheet that were checked between 9\/22 and 10\/14, then on 10\/15 nothing would run for this workflow.\"<\/em><\/p>

This is also correct. Because the automation looks at what rows still match the condition at 11:59PM in this case would be 10\/14 into 10\/15. So let's say you check 10 lines between that time, save the changes but on 10\/14 you uncheck 5 of them. At 11:59PM it looks at all the rows on the sheet, and sees only 5 rows meet the condition required to process the request. So come 10\/15 when you get your email at 8am, it shows only 5 rows because again at midnight essentially anything marked when it runs gets sent out.<\/p>

Since your condition is for \"21 days or more\" to be checked, that means if for whatever reason it is not checked, whether through an automation or physical interaction, then the automation will not trigger?<\/em><\/p>

So mine is a little weird now looking at it again. Reason being is that in order for those rows to be sent to me, they have to have been marked prior to midnight. <\/p>

The first month essentially would have been 9\/20 - 10\/14 any rows that were marked then and stayed marked as of midnight would have been sent to me. On 10\/15 the workflow begins again for the next month. But because I don't have another condition in there to limit just the new rows (another checkbox that would say something like completed) this will send me all the rows that were over 21 days.<\/p>

If I wanted to automate the process even further though, I could have something that says if date is more than n days uncheck that box. This would ensure that only rows that match each month get sent over because we have an automation that says \"date is n days past today, uncheck and don't count in the workflow\"<\/p>

One final question regarding the \"Repeat on Day\" setting. I note there are only 28 days from which to choose. What happens if we want to trigger a workflow on the 29,30,31?<\/em><\/p>

The reason for this is because there are always 28 days in a month. You can set a start date for the automation to 29, 30 or 31, and then do something like what I have here where it's set to send out every 31 days. This would be calendar days so your receiving date will be different due to some months 28, some 30, some 31. BUT, this would be the closest I could get you to having it set to be received on a date past the 28th of the month.<\/p>

I know it's a lot of information to take in. We do have a bunch of articles on the Help and Learning page (https:\/\/help.smartsheet.com\/help<\/a>) if you want to take a look over those as well. They might also help fill in some blanks too if you have anything you're unsure on.<\/p>

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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 19:04:17","updateUser":{"userID":136455,"name":"Russ Onkeles-Klein (RI\/GLOBAL)","url":"https:\/\/community.smartsheet.com\/profile\/Russ%20Onkeles-Klein%20%28RI%252fGLOBAL%29","photoUrl":"https:\/\/lh3.googleusercontent.com\/-XdUIqdMkCWA\/AAAAAAAAAAI\/AAAAAAAAAAA\/4252rscbv5M\/photo.jpg","dateLastActive":"2022-09-23T19:17:26+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":95818,"type":"question","name":"Grab the numbers in a cell to another column then get their average. Substitute, AVG not working","excerpt":"I need to get the TC values only and then get their average (to be place on sheet summary). But it appears that when you try to use replace or substitute, it is converting them to text. Value and INT can be used, but I tried both and its not working for my sample.","categoryID":321,"dateInserted":"2022-09-22T20:22:55+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T13:26:30+00:00","insertUserID":139461,"insertUser":{"userID":139461,"name":"heyjay","url":"https:\/\/community.smartsheet.com\/profile\/heyjay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T13:25:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":139461,"lastUser":{"userID":139461,"name":"heyjay","url":"https:\/\/community.smartsheet.com\/profile\/heyjay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T13:25:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":21,"score":null,"hot":3327818365,"url":"https:\/\/community.smartsheet.com\/discussion\/95818\/grab-the-numbers-in-a-cell-to-another-column-then-get-their-average-substitute-avg-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95818\/grab-the-numbers-in-a-cell-to-another-column-then-get-their-average-substitute-avg-not-working","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":95818,"commentID":344550,"name":"Re: Grab the numbers in a cell to another column then get their average. Substitute, AVG not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344550#Comment_344550","dateInserted":"2022-09-23T13:26:30+00:00","insertUserID":139461,"insertUser":{"userID":139461,"name":"heyjay","url":"https:\/\/community.smartsheet.com\/profile\/heyjay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T13:25:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/87KO01KRYU3J\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T13:26:37+00:00","dateAnswered":"2022-09-23T13:26:30+00:00","acceptedAnswers":[{"commentID":344550,"body":"

Solved. Used IF + CONTAINS instead.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 13:26:37","updateUser":{"userID":139461,"name":"heyjay","url":"https:\/\/community.smartsheet.com\/profile\/heyjay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T13:25:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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"}]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">