Automatic Phase from WorkBreakdown

jedelman

Hello all!

I'm modifying the Simple Portfolio Work Breakdown Schedule and having a little trouble.

I like the way the Work Breakdown structure works but I'd really like an automatic way to track which Phase something is in. I know I could just add a column and manually select which Phase tasks and sub tasks are in, but I'm wondering if there is a formula using Parent or Ancestors that could automatically populate the correct Phase so I can easily roll-up to a report.

Thank you in advance!

Screenshot 2025-01-15 085111.png

Paul Newcome

Try something along the lines of

=IFERROR(INDEX(ANCESTORS(Name@row), 2), "")

Paul Newcome

Try something along the lines of

=IFERROR(INDEX(ANCESTORS(Name@row), 2), "")

jedelman

I can't even describe the hit of dopamine I get when my email Notification says, "Paul Newcome answered your question".

Thank you @Paul Newcome , always appreciate the help!!