Representing Milestones landing in Financial quarters

Hi, I'm new to Smartsheet and hoping that what i'm trying to achieve may be possible but have drawn a blank on the help and community topics so far.

I need to be able to represent that a project milestone is landing in a specific financial quarter and then have this represented on the Gannt chart. Ideally i would have quarters for the next 2 years (8). I Can't gauge what is the optimal way to approach this in Smartsheet?

Thanks for any forthcoming advice.

Sarah

Find more posts tagged with

Calendar View

Government

Gantt View

Project Management

Comments

Andrée Starå

Hi Sarah,

Would it work if it's indicated in the name of the milestone?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Sarah Gill

Hi Andree, thanks for your response and that's kind of what i ended up doing but unfortunately with that approach you don't get the Gannt chart functionality.

Cheers, Sarah

Andrée Starå

Happy to help!

What I meant was that you could have the information in the name. Like this.

Before: Task Name 1

After: Task Name 1 - Quarter 2

The new name would be visible in the Gantt view.

Would that work?

Best,

Andrée

MONICA BUENDIA

Hi,

I need a template that will allow to track milestones by quarter, be able to create tasks and maybe have a dashboard. I found an example of one on Smartsheet but it only allows me to download as an excel file while I have an account with them. It has a click here to Smartsheet button to create it in Smartsheet but to no avail I cannot pull it. Any assistance would be appreciated. Please see pic.

thank you.

Genevieve P.

Hi @MONICA BUENDIA

I would try browsing the "Project" section of the Solution Center!

There's a template set called Project Tracking and Rollup that you may find helpful, or another one called Project Schedule Management.

Cheers,

Genevieve

Sign in to join the conversation!

Quick Links

Trending discussions

Folder Level Sharing
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Restore multiple cell changes from Snapshot
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
Why are my answers not showing up when a document is generated?
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…