Have list of projects in sheet. Want to create a schedule sheet where each project has a row.

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The Schedule sheet has dependencies enabled. If that matters. Can I put a formula in the schedule sheet which will add a corresponding record to the Projects Sheet.

So Projects has:

Project1
Project2
Project3

So I want Schedule to have:

Project1
Project2
Project3

And if I add Project4 added to Projects, I want that record to appear in Schedules. Is this possible?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @James Keuning

    I hope you're well and safe!

    You could maybe use a copy row workflow to copy the row to the schedule sheet, or you could maybe use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet. (the cross-sheet method won't work with dependencies if you need the dates to come over as well)

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    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!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • James Keuning
    James Keuning ✭✭✭✭✭
    Options

    The issue I have is that the Project sheet has A LOT of columns. Is there a way to only move/copy select columns, as opposed to everything?

    I know it's not the end of the world, that I can just hide columns, but if this is a solution that works, I have other applications for it, and I hate the idea of so many sheets having a bunch of hidden columns.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    @James Keuning

    Yes.

    In short, copy the row to a helper sheet and then use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    Would that work/help?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

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