Control Center - Overriding Intake Information

I have Control Center set up to where people take an estimate of Part Number financials and submit the sums and averages for their projects. Once approved, they provision a project in Control Center, and are asked to fill out a Part Number Database in their project toolkit. I want the sum and avg values in the Part Number Database and override the intake information.

I ran into an issue where whenever I set up my project metrics sheet, I had a formula to fill the necessary rows with the PN new sums and averages from the Part Number Database. When that happened, my metric sheet then saw my whole metrics sheet as an Ungated Project, since the values were zero when the project was first provisioned. This caused the values to zero out in the intake sheet.

Has anyone done a workflow similar to this? If so, how?

Answers

  • Jason Tarpinian
    Jason Tarpinian ✭✭✭✭✭✭

    I am not quite following, but are you saying the users manually fill in a value on the intake sheet, then after a project is provisioned, you want it updated with the real values from the Part Number piece of the provisioned blueprint?

    If that's the case, on your intake, you would need 3 values. "Initial", "Project Specific", and "Feed to Metrics Sheet". And the "Feed to Metrics Sheet" formula would be something like:

    =IF(ISBLANK([Project Specific]@row), Initial@row, [Project Specific]@row)

    Jason Tarpinian - Sevan Technology

    Smartsheet Aligned Partner