Hi everyone,
I’ve been working on improving how RAG (Red/Amber/Green) statuses roll up across multi-level project structures (Activities → Tasks → Project Summary), and I’m curious how others are approaching this.
Currently, I’m using formulas like:
- Child → Parent: Prioritizing Red over Yellow over Green
- Parent → Summary: Using a “mode + worst-case” logic
While this works, I’m running into challenges with:
- Handling empty or blank child rows cleanly
- Scaling formulas across large sheets without performance issues
- Keeping logic consistent across multiple hierarchy levels
I’m wondering:
- Are you relying purely on formulas, or using automations/workflows for this?
- Has anyone implemented a more dynamic or scalable approach (especially for large enterprise projects)?
- How do you handle edge cases like equal counts (e.g., Red = Yellow)?
Interestingly, I’ve been exploring how similar “status aggregation” logic is handled in AI systems—particularly in Retrieval-Augmented Generation (RAG) workflows, where signals from multiple sources are ranked and prioritized before generating outputs. There seems to be a parallel in how we aggregate and prioritize statuses in project management.
Would love to hear your approaches, formulas, or even alternative methods!
