多点临床研究
答案
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胡里奥。 主持人
嗨@Rafa,
根据你的解释,听起来你想在创建不同项目时保持一致性,然后将所有不同项目的信息合并到一个文档中。正如您所建议的,对于Smartsheet核心功能,最好的方法是创建特定的模板(或者使用我们现有的解决方案中心-“项目管理处例如,模板集可以根据您的需求调整-),用于每个项目类型,然后用户可以下载并在提供新项目时使用。
然后,您可以将不同的项目信息汇总为单个项目行报告和/或创建一个指示板这将包含不同的项目信息。
或者,如果您的公司要创建的项目数量太大,或者您想在组织中自动化项目配置过程,Smartsheet也可以使用控制中心这是一个额外的插件,可能会对这项任务很有帮助。
我希望这可以为项目配置和现有模板的使用提供一些有用的见解。
干杯!
胡里奥
0
类别
It worked for me. I'm currently logged into SmartSheet and have some of my work sheets open so it downloaded it and took me to the sheet right away. Make sure you're logged into your SmartSheet account and you won't get prompted to create an account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-23 20:22:11","updateUser":{"userID":152793,"name":"UdemyUser","url":"https:\/\/community.smartsheet.com\/profile\/UdemyUser","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-23T20:18:15+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":215,"urlcode":"Templates","name":"Templates"}]},{"discussionID":95843,"type":"question","name":"Formula for overall health using symbols","excerpt":"Hi All I am looking for a formula (or any other way) that would update my Overall Health column based on the status of my 5 status categories. Symbols I am using are: Green - Project is running on time scope and budget etc Yellow - 2 or more of the 5 categories are showing yellow Red - 2 or more of the 5 categories are…","categoryID":321,"dateInserted":"2022-09-23T13:35:42+00:00","dateUpdated":null,"dateLastComment":"2022-09-23T16:53:03+00:00","insertUserID":152363,"insertUser":{"userID":152363,"name":"Jeffrey McMillan","url":"https:\/\/community.smartsheet.com\/profile\/Jeffrey%20McMillan","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!8ilrN1Y1-7o!!LWjnrmFnXtG","dateLastActive":"2022-09-23T17:11:59+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":137711,"lastUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":43,"score":null,"hot":3327895125,"url":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/95843\/formula-for-overall-health-using-symbols","format":"Rich","lastPost":{"discussionID":95843,"commentID":344582,"name":"Re: Formula for overall health using symbols","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/344582#Comment_344582","dateInserted":"2022-09-23T16:53:03+00:00","insertUserID":137711,"insertUser":{"userID":137711,"name":"SmartLew","title":"","url":"https:\/\/community.smartsheet.com\/profile\/SmartLew","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-24T10:21:16+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-23T19:10:30+00:00","dateAnswered":"2022-09-23T16:19:49+00:00","acceptedAnswers":[{"commentID":344570,"body":"
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":"2022-09-23T21:04:41+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":"2022-09-23T21:08:14+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":50,"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 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>