Automatically change status based on % complete and date

Hi


I was wondering if someone could help me put together a formula to automatically change status

I am trying to setup the following and keep getting errors.


  1. If % Complete is 0% Status should be Not Started
  2. If % Complete is blank Status should be blank
  3. If % Complete is n/a Status should be Reference Only
  4. If % Complete is 100% Status should be Complete
  5. If % Complete is less than 75% and the Due Date is within 15 days Status is At Risk
  6. If Due date is past today date and % Complete is not 100% then Status is Late
  7. If % Complete is between 1% and 99% then Status is In Progress.



Answers

  • Brent Wilson
    Brent Wilson ✭✭✭✭✭

    Try this

    =IF([% Complete]@row=0, "Not Started", IF(ISNULL([% Complete]@row), "", IF([% Complete]@row="n/a", "Reference Only", IF([% Complete]@row=1, "Complete", IF(AND([% Complete]@row<.75,[Due Date]-Today()<15), "At Risk", IF(AND(NOT([% Complete]@row=1),[Due Date]-Today()<0), "Late", "In Progress"))))))

    I did not test it so lets hope my brian is working

    Brent C. Wilson, P.Eng, PMP, Prince2

    Facilityy Professional Services Inc.

    http://www.facilityy.com

  • Lori Khoury
    Lori Khoury ✭✭✭✭✭
    edited 06/27/22

    Hi Brent - I am not sure why but I got unparseable. Should I have @row after [Due Date]?



  • Brent Wilson
    Brent Wilson ✭✭✭✭✭

    Yes @Lori Khoury you are correct.. I wrote this outside of Smartsheet in notepad.. I did forget the @Row

    Brent C. Wilson, P.Eng, PMP, Prince2

    Facilityy Professional Services Inc.

    http://www.facilityy.com

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