david voight’s Profile

Community member since January 2018

points
18
Company
Acceleration Point
About Me
I am a managing partner with Acceleration Point, a consulting firm that works with leaders to improve the execution of their medical affairs strategies.

2

We use Smartsheet forms to track time and expenses. This morning I have come upon a serious problem for needed updates for one of our clients.

Entering time, employees select from radio buttons, a Phase, Project and Service. We have the following form entries and number of selection options:

Phase -

2

I am wondering if someone has some advice on the best infrastructure columns to add to project sheets to enable formatting, portfolio rollups, metrics, etc.  

I current have automated checkbox hidden columns for parent, child, ancestors, milestones, status (based on due date).

What other hidden