Project Phases into helper columns

I have a large project plan set up with 3 project phases: Proposal, Awaiting Decision and Active.

Under these phases, there will be indent rows to show deliverables, tasks etc.

I want to be able to transfer the Project Phase into a helper column so that I can apply a filter to each phase so each Project Owner only sees their section.

I am having trouble when it comes to the formula. I have applied helper columns to define what is an ancestor/parent/child etc but am getting nowhere.

This is what I want to achieve in the 'Project Stage' column. Is this achievable, should there be several levels of indents in the 'Task Name column?

Many thanks in advance

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Accepted answers

Matt Johnson

Hi@1845sarah

I think your answer is within the link below. 2 options are discussed so I thought the full thread link would be helpful.

https://community.smartsheet.com/discussion/82541/how-do-i-populate-the-highest-parent-level-data-into-another-cell

1845sarah

Thankyou!

All comments

Matt Johnson

Hi@1845sarah

I think your answer is within the link below. 2 options are discussed so I thought the full thread link would be helpful.

https://community.smartsheet.com/discussion/82541/how-do-i-populate-the-highest-parent-level-data-into-another-cell

1845sarah

Thankyou!

1845sarah

Thankyou!

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