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Formula & Placement for Automating Status based on End Date
Hello Smartsheeters! I would so appreciate your help with this - I'm watching all the videos/reading the help articles, but I'm still not getting it! Goal: Automate Status column updating When the Status of a task is not changed to 'Complete' one day after the row's 'End/Due Date,' I want the Status to change to 'At Risk.'…
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Can someone please help with this formula?
I keep getting an "invalid operation" error message with this formula. Can someone spot where I went wrong? I am not great at formulas. The goal is for multiple criteria (IF statements) to match before entering "Inactive" in the cell. =IF({Master Cadre Roster Range 1} = [First Name]@row, IF({Master Cadre Roster Range 3} =…
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Calculating a total for remainder of month based on a monthly savings
When the date is mid-month, I am missing $ amount for the partial month. Example below - the annual savings = EOY 2025. Formula used in Annual Savings is: =IF(OR(ISBLANK([Savings Start Date]@row), ISBLANK([Monthly Savings]@row)), 0, (12 - MONTH([Savings Start Date]@row)) * VALUE([Monthly Savings]@row)) I have tried several…
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Formula not working
I would like my cell to look at a cell@row to see if it = 1, or if another cell = minus 150. If either one of those is true, "1", if not " " =IF([Minus 180]@row = "1", OR([Incremental Start]@row = "Minus 150", "1", " "))
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Overall Health Symbols at Parent Level
Good Morning, I am trying to add health symbols that will tell me the overall health of my project as well as the individual phases withing said project. Below is currently what I have at my children level for health symbol formula. Children Formula for Health Symbol: =IF(COUNT(CHILDREN(Tasks@row)) = 0,…
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Best Practices for Copying Multiple Sheets
I have about 10 source sheets that I need to copy to a new sheet. They have most of the same columns, and they are tracking the same type of information for different projects. I've attempted to merge them onto one report, but there are duplicate columns (and nearly 1,700 rows), and I don't know how to unify things so the…
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I have a drop down for Objective based on selection I would then like to auto populate KPI
I have a drop down for Objective based on selection I would then like to auto populate a drop down field in the KPI formula. I don't think an if statement will work as the KPI drop down is a multi select - one objective can have 4 KPI's. I tried adding logic but it does not go deep enough, or I am doing it incorrectly.
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Automation Workflow Asssistance - Trigger based off Task's due date
Hello, Is there a way to sent an automation reminder to be triggered on my project plan for a task when another task's due date is 3 weeks out. For example, I have task A, task B and task C. Task B and Task C need to be completed before Task A can be completed. I am wanting to create an automation to notify the assignee…
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How to obtain most recent date a row/task was modified by a person (versus system or formula)
Hi, I am trying to see/report if the project manager and/or task leads are updating their task status on a weekly basis. They use Dynamic View to do this. I currently capture a date using the MAX (modified date: modified date) function in the sheet summary but this date also includes updates triggered by formulas (e.g.…
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Linking my pacing sheet to a dashboard - if the date column is Today, return the total hours for the
Hello, I am trying to set up metrics for a lab testing schedule. I have created a pacing sheet which is set up to show how many hours of testing each analyst is assigned that day. The left column is the date, and the column next to it is the total hours assigned for the day. I would like my dashboard to show the total…