Developing a Portfolio Roadmap - Apostrophe being added to formula

09/15/21
Accepted

I'm trying to develop a Portfolio Roadmap (Gantt View) that is driven by both the Start / Finish dates of Live project schedules and planned Start / Finish dates of future projects.

Start / Finish columns = Linked to Live project schedule for approved projects

Portfolio Plan Start / Finish columns = Manually entered for proposals (future program / portfolio planning)

Roadmap Start / Finish = Formula driven to use appropriate date above based on [Project Status] and also drives the Gantt Chart

The problem is that whenever I enter a formula in the Roadmap Start column, an apostrophe is being added to the beginning of the formula. All columns are date only.


Best Answer

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Jason Duryea

    I hope you're well and safe!

    Unfortunately, it's not possible now to use formulas in the Start/End Date Columns set in the Project Settings when you're using the Dependencies feature, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Jason DuryeaJason Duryea ✭✭✭✭✭

    Added "@row" in the formula, but it's still adding the apostrophe.

    '=IF([Project Status]@row="04 Planning and Design", [Start]@row, [Portfolio Plan Start]@row)

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Jason Duryea

    I hope you're well and safe!

    Unfortunately, it's not possible now to use formulas in the Start/End Date Columns set in the Project Settings when you're using the Dependencies feature, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Jason DuryeaJason Duryea ✭✭✭✭✭

    @Andrée Starå Thank you for confirming this. I suspected it had something to with the type of field. I ended up scheduling time with the Pro Desk to see if we could come up with an alternative solution.

    We really need this view of all proposals and projects, but don’t necessarily have the templates created through Control Center at this point in the project initiation phase.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Jason Duryea

    Excellent!

    You're more than welcome!

    Let me know if you get any recommendation for a workaround.

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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