Best Of

I need cashflow reporting from Project Plans where if a task/activity has a start/end date that spans more than a year (e.g. 3 years) to have the yearly amount in a yearly bucket.

To illustrate if a project task/activity covers 3 years and the values were: Start Date 01/03/22 and End Date of 06/30/24 with a budget of $30,000, then the annual time bucketing should be:

2022 should have $12,000, which is $1,000 per month

2023 should have $12,000, which is $1,000 per month

2024 should have $6,000, which is $1,000 per month

The above is a simple example, but this Cash Flow Reporting exists in MS-Project.

Will the Smartsheet "Add-On" of "Pivot App" accomplish this?

For more details on the MS-Project Cash Flow reporting, please Google, as MS-Project places the data into a MS-Excel Pivot Table.

https://www.youtube.com/watch?v=lVsMzA_kxMw

Thanks in advance.

Regards, William Kennedy

Following because I would also be very interested in the ability (or a workaround) to create formulas that reference reports. 

Any other way to create formulas (countifs specifically at the moment) that would count the number of times an action appears across multiple project plans?

Try this:

=IF(SUMIFS([Employee Use Count]:[Employee Use Count], [Employee Names]:[Employee Names], HAS([Employees On Job]@row, @cell)) > COUNTM([Employees On Job]@row), 1)