开始/结束日期更新s based on Status - Gantt Charts

I have a Gantt Chart that my company uses to track a multi-step process. In this process, Step 2 cannot begin until Step 1 is completed, Step 3 cannot begin until Step 2 is complete, etc.. Each step normally takes 2 weeks (and this is what we have in the Duration column), but due to the number of moving pieces it can sometimes take up to 3 weeks.

We have the Gantt Chart set-up with dependencies. We have columns for Step Name, Status, Start Date, Finish Date, Duration, Predecessors, and % Complete. Is there a way to have the Step 2 Start Date be the date that Step 1 is marked "Complete" in the Status Column and so on for each step?

Ideally this would allow any delays in any one step to be reflected in the subsequent steps' Start and Finish Dates (without having to go in and manually update each rows' dates).

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Answers

  • I would create an automation that would trigger when the "Status" changed to Complete...with an action that "Records a Date" in the Finish date column. When this automation changes the Finish Date, your predecessors & durations should automatically change the subsequent start/finish dates.

  • @Mike M Consulting

    It won't let me use an automation to fill in the Finish Date. I think it because I have dependencies enabled?

    Were you able to make it work?

  • Bummer... same result here... must be a Smartsheet constraint because you can also change dependencies to have multiple tasks finish at the same time. Looks like someone will need to manually enter the actual finish/completion date in addition to the status column. If you find a solution, please let me know.

OMG, I didn't click on the widget box, now I see the edit option. Thanks so much, this is going to be a game changer for me!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106511,"type":"question","name":"Smartsheet Form & File Attachment","excerpt":"Hello, is it possible to have the file uploaded on a smartsheet form to be attached to the email notification?","categoryID":321,"dateInserted":"2023-06-15T17:47:43+00:00","dateUpdated":null,"dateLastComment":"2023-06-19T18:45:05+00:00","insertUserID":162431,"insertUser":{"userID":162431,"name":"Syd","title":"Analytics Manager","url":"https:\/\/community.smartsheet.com\/profile\/Syd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!CRvWwjtq8Dw!neNVX5cBEbo!R6y12vmDgYo","dateLastActive":"2023-06-19T18:44:09+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":138637,"lastUser":{"userID":138637,"name":"StevenBlackburnMBA","title":"Director, Informatics Innovation","url":"https:\/\/community.smartsheet.com\/profile\/StevenBlackburnMBA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/30MFCHQD4VJ8\/nA6GUCC5S5SQG.jpg","dateLastActive":"2023-06-19T21:30:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":66,"score":null,"hot":3374056368,"url":"https:\/\/community.smartsheet.com\/discussion\/106511\/smartsheet-form-file-attachment","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106511\/smartsheet-form-file-attachment","format":"Rich","lastPost":{"discussionID":106511,"commentID":381199,"name":"Re: Smartsheet Form & File Attachment","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381199#Comment_381199","dateInserted":"2023-06-19T18:45:05+00:00","insertUserID":138637,"insertUser":{"userID":138637,"name":"StevenBlackburnMBA","title":"Director, Informatics Innovation","url":"https:\/\/community.smartsheet.com\/profile\/StevenBlackburnMBA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/30MFCHQD4VJ8\/nA6GUCC5S5SQG.jpg","dateLastActive":"2023-06-19T21:30:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T18:44:06+00:00","dateAnswered":"2023-06-15T18:43:26+00:00","acceptedAnswers":[{"commentID":380872,"body":"

@Syd<\/a> - okay, I attached a word doc to this comment that explains it step by step. Basically, I have my Google Chrome browser laid out to ask me anytime I download a file, where I want the file saved. Some automatically default it to a certain folder, and sometimes it just is defaulted automatically to a downloads folder... I'd check that as well, or even check the downloads folder to verify. Sometimes, it may download and send it to a folder that you may not know its sending to.<\/p>


<\/p>

Let me know if this helps at all!<\/p>


<\/p>

\n \n Attachments in Smartsheet 6.15.23.docx\n <\/a>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106565,"type":"question","name":"Index Collect Error","excerpt":"Hello! I am trying to use an INDEX COLLECT function to get a number value. It uses the following: Total number Filter of the Month Matches names between two sheets This is the formula I am using and it is returning an Incorrect Argument Set error. =INDEX(COLLECT({OPK Monthly Report 22-23 Unfilled 0-3}, {OPK Monthly Report…","categoryID":321,"dateInserted":"2023-06-16T18:59:59+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T20:03:20+00:00","insertUserID":136885,"insertUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":136885,"lastUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":38,"score":null,"hot":3373888999,"url":"https:\/\/community.smartsheet.com\/discussion\/106565\/index-collect-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106565\/index-collect-error","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106565,"commentID":381077,"name":"Re: Index Collect Error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381077#Comment_381077","dateInserted":"2023-06-16T20:03:20+00:00","insertUserID":136885,"insertUser":{"userID":136885,"name":"Fiona Murray","url":"https:\/\/community.smartsheet.com\/profile\/Fiona%20Murray","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mvkr3-YRWLs!DWcoQ8Zayjs!t-XvuMBQJJa","dateLastActive":"2023-06-16T20:03:10+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T08:10:23+00:00","dateAnswered":"2023-06-16T19:39:25+00:00","acceptedAnswers":[{"commentID":381073,"body":"

Might be you need to move the first )<\/p>

try this<\/p>

=INDEX(COLLECT({OPK Monthly Report 22-23 Unfilled 0-3}, {OPK Monthly Report 22-23 Month}, \"April\", {OPK Monthly Report 22-23 Grantee Name}, Grantee@row), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5385,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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