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Automating Project Status
Hello,
I would like Smartsheet to automatically assign a project status based on duration and number of days behind project. I have specifically been asked to assign a project status of red if the task is 20% behind schedule.
Please let me know if you are aware of how to automate this in SS.
Thanks in advance for your assistance.
Jenise
Comments
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Hi Jenise,
You can place a nested IF statement in your status column that automates this. The following example uses days (not a percentile) to set status to red if a task is behind:
=IF([Due Date]3 > TODAY(), "Red", "Green")
When placed in an RYG symbol column, the above example will set the status to red if the date in row 3 of a column named Due Date is greater than the current date. Otherwise, it sets the status to green.
More on creating formulas can be found in our help article: https://help.smartsheet.com/articles/2476171-create-and-edit-formulas-in-smartsheet
You can find our complete functions list here: https://help.smartsheet.com/functions
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You can also look at my post here for an example: https://community.smartsheet.com/discussion/automatic-rygrag-schedule-status-formulas
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