Work Breakdown Structure (WBS) - Column Formula Configuration



  • Neil Watson
    Neil Watson ✭✭✭✭✭✭

    @RichC mine numbers properly (using the downloaded template). Worth checking the hidden columns to see whether they have become mixed up.

  • Tom Zylstra
    Tom Zylstra Employee
    edited 02/24/22

    Hello @RichC @Rich C ,

    That is interesting that you experienced the WBS logic not properly "resetting" the sub-task numbering to 1 in an instance. I was not able to recreate your issue and as a quick next step recommend that you use the provided distribution link to create a new instance of the WBS Sheet and see if the issue is resolved.

    NOTE: We are using the template with some customers that have a large number of projects and to date the configuration is operating as designed, we want to make sure to work with you to get you to the same desired operational state. Regards, Tom

  • tsuranyi
    tsuranyi ✭✭✭✭✭

    @Tom Zylstra , @Lea Gikas , and @Dave Stanley

    Thank you for the template. It is great! I'm wondering if you can assist as we usually have the project title in the first row and then use the percentage complete, etc. off of that first line for our dashboard. Our stakeholders also really like seeing that first row with the project title and summary info. Of course, because of this, everything then is indented from the first project row, so it is messing with the "Ancestor=0" part of your formulas. Do you have a way to leave out the first row in your calculations and then modify the other main headers to basically ignore this first row so that they show up as 1, 2, 3, etc. in the WBS calculations?

  • @Tom Zylstra Thank you. In your template I see the Health column which is very similar to something I have been trying to figure out. I am currently an MS Project user evaluating Smartsheet. I have developed a status/health field in MS project that does the following and am trying to sort out if Smartsheet can do this.

    If Start Date is more than 2wks out, color white

    if Start date is within 2wks, color grey

    If start date has passed and % complete is on track, green

    if start date has passed and % complete is behind, orange

    if finish date has passed and not 100% complete, red

    If complete, blue

    Can this be done in smartsheet? A key element is smartsheet would need to have a way to calculate what % complete should be for the task to be considered on-track.


  • tsuranyi
    tsuranyi ✭✭✭✭✭

    Hi, just checking in re my question re leaving out the first row in the WBS calculations. I've provided a screenshot of what I was referencing using one of the Smartsheet templates.

  • Mark Ryan
    Mark Ryan ✭✭✭✭✭✭

    This is superb!! Many thanks for sharing

  • Could you please share the sheet with me as well. I have already requested access.

  • TonyB
    edited 08/16/22

    Hello I am trying to add the WBS columns to an existing sheet. Does anyone have the formulas and columns in a copy-able format? The linked sheet won't allow me to copy the formulas for some reason.

    This linked sheet is what I am referring to....

    "Here is a distribution link to create a copy in your account; start creating tasks and sub-tasks and the configuration will activate -"