How do I set up dates to include holidays and carry from year to year?

I am setting up a task list and I don't want to manually update each year. I want to add holidays and have the dates update each year automatically or as I adjust the holiday schedule. Thank!

Answers

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    edited 02/16/21

    Hi @Tammy Simpson 

    Hope you are fine, you can do that from the admin center by defining the working days and no working days ( Holidays ), please read the following article Define Working Days, Non-working Days, and Holidays on a Project Sheet


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  • Hi! I have so many date parameters being used such as BD 15 and 15th of the month as an example. Some of the dates need to exclude weekends/holidays while others just need to exclude holidays and include weekends. I started using a formula to set these dates that are repetitive monthly/quarterly. Here is an example:

    State Date is 1/1/21

    Report is due on 10th BD (since the 10th of January 2021 is a Sunday, the formula works to give me a due date of 1/11/21).

    The Start and due dates at the end are holidays that I typed in and are excluding.

    =WORKDAY([Start Date]14, 10, [Start Date]2:[Due Date]8)

    So, what I also need in this same column is a formula that will include the holidays like the formula above, BUT INCLUDE weekends. For instance, I have a report due on the 15th of each month. How can I have a formula that does what I have above, but also include weekends? Thanks!

  • Tim Starkey
    Tim Starkey ✭✭✭✭✭

    Sorry to tag onto an old thread, but I am just realizing that admin holiday control doesn't work like I assumed it had, so am doing a little digging to figure it out. OP said they wanted to have the dates and holidays update automatically each year. In @Bassam Khalil response, he noted the solution was to put the dates in the admin control of non-working days. Unfortunately, that either needs to be updated annually, or you need to pre-paste in the holidays for several years in advance. Litterally... unless I am doing something wrong (could be?)... but I just tested it out on one of our work plans. We have projects that span years. We put in our holidays back in 2021. If I scroll the gantt chart back it shows the holidays back in 2021, but does not show any holidays in the years since. So know I am about to update our holiday setting, and 500 projects are about to update with new holidays and push schedules out 7-8 days/year.

    Others have a work around or better solution? Or can explain what I am missing?

  • Tim Starkey
    Tim Starkey ✭✭✭✭✭

    OMG... never mind... apparently it wont update the existing sheets when I update the account holidays?

    Public Holidays — Smartsheet Community

    Sooo... it is REALLY important to have your account setting include holidays for the next several years. This should be clarified in the help pages.

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