Project Progress/Reporting

It is indeed possible. The easiest way to do this is to use the formula I posted above. adjusted for the complete status

=IFERROR(IF(Complete@row = 1, "Complete", IF(AND(INDEX(CHILDREN(Complete@row), MATCH("I", CHILDREN(), 0)) = 1, INDEX(CHILDREN(Complete@row), MATCH("II", CHILDREN(), 0)) = 1), "III", IF(INDEX(CHILDREN(Complete@row), MATCH("I", CHILDREN(), 0)) = 1, "II", "I"))), "")

In the parent rows of your Phase column. Then use this formula in parent rows of the complete check box.

=IF(COUNT(CHILDREN()) = COUNTIF(CHILDREN(), =1), 1, 0)

What this does is flag the parent check box only if all of the children below it are also checked.

All comments

Are all your task Children rows to a parent row?

Here is a screenshot that shows three major tasks within each overarching category:

In this instance, under "Prelim Design", that would return a value of "Phase I" on this other summary/reporting sheet. Once "ELECTRICAL" is checked, it would advance to "Phase II" and then to "Phase III" when "CIVIL" is checked and so on. The end goal will be even more granular but let's start with just the basic principle before making it extremely complex and detailed.

=IF(AND(INDEX(CHILDREN(Complete@row), MATCH("I", CHILDREN(), 0)) = 1, INDEX(CHILDREN(Complete@row), MATCH("II", CHILDREN(), 0)) = 1, INDEX(CHILDREN(Complete@row), MATCH("III", CHILDREN(), 0)) = 1), "Complete", IF(AND(INDEX(CHILDREN(Complete@row), MATCH("I", CHILDREN(), 0)) = 1, INDEX(CHILDREN(Complete@row), MATCH("II", CHILDREN(), 0)) = 1), "III", IF(INDEX(CHILDREN(Complete@row), MATCH("I", CHILDREN(), 0)) = 1, "II", "I")))

This will also flag it as complete if all three are checked.

Thanks @Mark.poole! Let me further explain and seek clarification using the image below:

I understand that Rows 41-45 are children of row 40 and 47 to 52 are children of 46; 40 and 46 are both children of 39. Assume that the parent task of "Interconnection" only has two children tasks which are "Preliminary Screen" and "CESIR". I would like a few things to happen, let me know if they are not possible, otherwise, please fill in the formula with the correct cell information:

Status cell with formula in it will show "I" If any of rows 41-45 are not checked
If ALL of rows 41-45 ARE checked, then the Status cell with the formula will return "II"
Once All of rows 47-52 ARE checked, then the Status cell will show "complete"

Since I'm not sure what goes in each of the functions (such as "CHILDREN()" and in place of "complete@row"), it would be incredibly helpful if you could attempt to fill in the numbers/values using the example sheet above. As a side note, I am familiar with Microsoft Excel and filling in functions using the number/letter format such as A1 or A1:B9; just not Smartsheet which uses words instead of letters to describe the column. Smartsheet also doesn't guide you as you are entering the formulas which makes it more difficult for a new user.

Thanks!

It is indeed possible. The easiest way to do this is to use the formula I posted above. adjusted for the complete status

In the parent rows of your Phase column. Then use this formula in parent rows of the complete check box.

=IF(COUNT(CHILDREN()) = COUNTIF(CHILDREN(), =1), 1, 0)

What this does is flag the parent check box only if all of the children below it are also checked.

Thanks! @Mark.poole what (if any) values should be placed within the parenthesis of the "CHILDREN()" function? What do I put in place of "complete@row"?

I edited my formula above. to account for an error in the highest level of the Hierarchy. The rows names I chose are specifically based off the rows in your image. I tried to mimic it for the screen shot and formulas. You don't need to enter anything into the children function as it is specific to the Parent you put it in. There are ways to make both of them column formulas but that requires helper rows.