The behavior of Duration, Start Date, and End Date fields when dependencies are enabled
Felipe S
✭✭
Thought sharing what I learned about editing these fields in a sheet vs a report could be helpful to others. Please note that this only applies when dependencies are enabled on the project settings.
On the sheet
- when they are all blank, indicate any 2 and Smartsheet calculates the third
- After there's already data on these 3 fields:
- If there is no predecessor set in Smartsheet
- if the end date changes, the duration is recalculated
- if duration changes, the end date is recalculated
- if the start date changes, the end date is recalculated
- If there is a predecessor, the type of relationship will dictate the behavior
- If it is Finish-to-Start (most common and default relationship) or Start-to-Start:
- The start date of the item with a predecessor cannot be changed without losing the predecessor relationship
- Changing duration will recalculate the end date and vice-versa
- If it is Finish-to-Finish or Start-to-Finish
- The start date of the item with a predecessor cannot be changed DIRECTLY without losing the predecessor relationship
- Changing the end date will recalculate the duration and update the start date, and the end date will remain the same
- Changing the duration will update the start date
- If it is Finish-to-Start (most common and default relationship) or Start-to-Start:
- If there is no predecessor set in Smartsheet
On the report:
- when they are all blank, anything can be filled in (I imagine because it is not committed to the DB yet)
- But once there is data on these fields:
- If there is no predecessor
- the end date cannot be changed
- the start date and duration can be changed
- If there is a predecessor, the type of relationship will dictate the behavior
- If it is Finish-to-Start (most common and default relationship) or Start to Start:
- start date and end date cannot be changed
- changing duration will recalculate the end date (can only be seen in the report after the report is refreshed)
- If it is Finish-to-Finish or Start-to-Finish
- start date and end date cannot be changed
- changing duration will recalculate the start date (can only be seen in the report after the report is refreshed)
- If it is Finish-to-Start (most common and default relationship) or Start to Start:
- If there is no predecessor
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Comments
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Excellent! Thank you!
Fernando Flores | M365 Enterprise Project Manager ✌️ 🍻
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