Sheet summary to populate date in sheet

Laura Polson

Hi all,

I'm currently creating a template to monitor store closures and need some support in setting up a way to populate a date from the sheet summary. The end goal is to when in use, to be able to populate the date for the activity to start and able to flag any outstanding points after 30 days.

We are able to populate the parent task referencing the sheet summary, referencing the store name and number.

Closure Sheet 1.PNG

We need help with how to make the start date in the plan pull from the sheet summary

Closure Sheet 2.PNG

Paul Newcome

If you are using dependencies, you cannot use formulas in any column being used by the dependency settings.

Laura Polson

Thanks @Paul Newcome for getting back to me.

@Martha Hemingway does this help with what we are trying to achieve?

Martha Hemingway

Thanks @Paul Newcome! What you're saying is we'd have to remove the dependencies in the project settings for the formula to populate in the grid from the sheet summary. Is that correct?

Ideally we are trying to create a template of a standard project plan where we can give an easy way for 2 initial "start dates" of tasks to be documented. I was hoping we could train using the Sheet Summary fields to enter those 2 critical dates that would complete out the milestone kicking off the remaining tasks tied to the milestone. Would you have any other suggestions?

Thanks!!!

Paul Newcome

That is correct. Formulas cannot be used in columns that are being used by the dependency settings. My suggestion would be to train them on exactly where to enter the start date within the project plan itself. If you set up the various durations and predecessors, a single date entered should populate the rest of the project plan.