Control Center Project Plan doesn't update Master Summary Rollup sheet until project plan is saved.

I have a formula on the project plan template which uses the TODAY() fx to identify when tasks are at risk because they are overdue. Project plans are linked in Control Center to a master rollup. The risk flag doesn't link until the project plan has been opened and saved.

Is there a fix for this? The problem is the portfolio manager is monitoring the rollup and if a PM has not opened the plan, the risk flag won't be seen.

Does the TODAY() fx not work until opened and therefore the link is irrelevant?

Find more posts tagged with

Accepted answers

Andrée Starå

Hi @Robin Brown

I hope you're well and safe!

Yes, one of the following actions has to be taken.

Smartsheet will update all instances of the TODAY function in a sheet to the current date when any of the following actions are taken:

You open the sheet and save it
You add a new row to the sheet from a form submission
You make changes to the sheet from an update or approval request (more on these alerts here)
You update the sheet by way of a report (more on reports here)
A linked cell updates the sheet (more on cell linking here)
You open the sheet being referenced in a cross-sheet formula (more on cross sheet formulas here)

Please have a look at my post below with a method I developed to update the sheet(s) daily.

More info:

https://community.smartsheet.com/discussion/74527/daily-update-solution-without-the-need-to-open-the-sheet-use-zapier-or-similar

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

All comments

Andrée Starå

Hi @Robin Brown

I hope you're well and safe!

Yes, one of the following actions has to be taken.

Smartsheet will update all instances of the TODAY function in a sheet to the current date when any of the following actions are taken:

You open the sheet and save it
You add a new row to the sheet from a form submission
You make changes to the sheet from an update or approval request (more on these alerts here)
You update the sheet by way of a report (more on reports here)
A linked cell updates the sheet (more on cell linking here)
You open the sheet being referenced in a cross-sheet formula (more on cross sheet formulas here)

Please have a look at my post below with a method I developed to update the sheet(s) daily.

More info:

https://community.smartsheet.com/discussion/74527/daily-update-solution-without-the-need-to-open-the-sheet-use-zapier-or-similar

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Robin Brown

Brilliant. Thank you Andree.

Andrée Starå

@Robin Brown

Thanks!

You're more than welcome!

MCorbin

You can also get a sheet to update automatically by creating 2 automations that run early in the morning

1) create an automation that Locks rows. I usually tell it to lock all rows where my primary column is not blank. I set this to run at 1 AM

2) Create an automation to Unlock rows. Same criteria as the Lock Row automation, but set it to run at 2 AM.

I've tried doing it as 1 automation where the first action was to lock the rows, and the 2nd was to unlock them, but it didn't work right. I find this way works consistently, and all my Today() formulas get updated

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.