RAG indicator options

Andrew Bright

Hi there community

I have a portfolio of several hundred projects being monitored and reported via dashboards and reports in Smartsheet. We are currently using RAG indicators against schedule as follows:

Red - Incomplete at reporting date or due date passed

Amber - at risk

Green - schedule within tolerances (+/- 10% variance)/on track

Blue - completed

Is there a way to obtain an additional RAG indicator colour to refine our advice on 'completed' items? Ideally we would like Blue to reflect projects which are completed in full, however an additional colour would then be used to reflect the completion of project work noting that outcomes/benefits continue to be monitored (i.e. retain some visibility at the board level over projects post-delivery).

A workaround we are currently testing is replacing our existing RAG indicators with text drop-downs and conditional formatting, so we get the same net outcome (i.e RAG status is reflected by the cell colour, and the wording selected by the user doesn't break existing formulae) and are able to add this colour to signify projects where work is completed but active monitoring of benefits/outcomes is ongoing.

Thanks in advance for any ideas or suggestions.

Kelly Moore

Hi Andrew

Building on your conditional formatting idea, you can conditionally format your RAG column with a background color behind the RYG ball. You may need a helper column to build the trigger if the conditional formatting criteria isn't flexible enough.

Just an idea.

Kelly Moore

Hi Andrew

Building on your conditional formatting idea, you can conditionally format your RAG column with a background color behind the RYG ball. You may need a helper column to build the trigger if the conditional formatting criteria isn't flexible enough.

Just an idea.

Andrew Bright

https://community.smartsheet.com/discussion/comment/268399#Comment_268399

Thanks for the suggestion! I'll let you know how this goes.

Andrée Starå

Hi @Andrew Bright

To add to KDM's excellent advice/answer,

You could use other symbols by using UNICHAR, CHAR or Emojis.

More info:

https://help.smartsheet.com/function/unichar

https://help.smartsheet.com/function/char

https://getemoji.com/

Great resource that Paul Newcome put together

https://app.smartsheet.com/b/publish?EQBCT=82f8fe0936a54758a3afa4b584acde07

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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