Creating WBS formula for deliverables spread out over phases

Aly_Olson_Turek
edited 09/23/24 in Formulas and Functions

I have a project schedule that is organized by phases. Tasks for each deliverable are spread throughout the phases. The team has requested we add a WBS ID to the project schedule so we can identify/track the work across the phases. I'm trying to create a formula to generate the WBS.

My formula to create the WBS Phase - 0 is working to give a distinct ID to each "Parent Deliverable," however my formula is not producing sequential values, e.g. 1, 2, 3, but instead seems to be counting distinct values that do not meet the criteria in my formula.

My formula for WBS Phase - 0 is:

=IF(Place@row = 2, MATCH([Task Name]@row, DISTINCT([Task Name]:[Task Name]), 0))

In my screenshot, you'll see that WBS Phase - 0 value is 60, when I would want it to be "2," because it's the second unique Parent Deliverable in the project schedule. This same problem is then happening in my WBS Phase - 1, and WBS Phase - 2.

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