Schedule Health based off of Today/Due Date/% Complete

Hi All,


I am currently trying to set a formula for Schedule health that performs the following actions:

  • PAST DUE - Red: Today’s Date is 1 day after Due Date AND % Complete is < 100%
  • AT RISK - Yellow: Today’s Date is 10 before Due Date AND % Complete is < 75%
  • ON TRACK - Green: Today’s Date is 10 before Due Date AND % Complete is > 75%
  • COMPLETE - Blue: % Complete is 100% regardless of the date.

I'd also like a formula to update the Status to the above as well.



Here is my formula: =IF([% Complete]@row = 1, "Blue", IF(TODAY() > [End Date]@row, "Red", IF(TODAY(10) >= [End Date]@row, IF([% Complete]@row < 0.75, "Green", IF(TODAY(10) >= [End Date]@row, IF([% Complete]@row > 0.75, "Yellow"))))))

Answers

  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭

    Hi @Krusem , this formula accounts for what you need and it also considers any dates greater than 10 days out as green, regardless of the % complete.

    =IF([% Complete]@row = 1, "Blue", IF([End Date]@row > TODAY(10), "Green", IF([End Date]@row < TODAY(), "Red", IF([End Date]@row < TODAY(10), IF([% Complete]@row > 0.75, "Green", "Yellow")))))

    Is that what you were going after?

    Ryan Sides

    Smartsheet Tips and Tricks for Beginners and Advanced on LinkedIn and YouTube

    Come Say Hello!

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!