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

Robin Brown

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?

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!

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!

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