Representing Milestones landing in Financial quarters
Hi, I'm new to Smartsheet and hoping that what i'm trying to achieve may be possible but have drawn a blank on the help and community topics so far.
I need to be able to represent that a project milestone is landing in a specific financial quarter and then have this represented on the Gannt chart. Ideally i would have quarters for the next 2 years (8). I Can't gauge what is the optimal way to approach this in Smartsheet?
Thanks for any forthcoming advice.
Sarah
Comments
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Andrée Starå ✭✭✭✭✭✭Hi Sarah,
Would it work if it's indicated in the name of the milestone?
I hope this helps you!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Hi Andree, thanks for your response and that's kind of what i ended up doing but unfortunately with that approach you don't get the Gannt chart functionality.
Cheers, Sarah
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Andrée Starå ✭✭✭✭✭✭
Happy to help!
What I meant was that you could have the information in the name. Like this.
Before: Task Name 1
After: Task Name 1 - Quarter 2
The new name would be visible in the Gantt view.
Would that work?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Hi,
I need a template that will allow to track milestones by quarter, be able to create tasks and maybe have a dashboard. I found an example of one on Smartsheet but it only allows me to download as an excel file while I have an account with them. It has a click here to Smartsheet button to create it in Smartsheet but to no avail I cannot pull it. Any assistance would be appreciated. Please see pic.
thank you.
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Genevieve P. Employee AdminI would try browsing the "Project" section of the Solution Center!
There's a template set called项目Tracking and Rollupthat you may find helpful, or another one called项目Schedule Management.
Cheers,
Genevieve
Categories
You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>
=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"
Lets try a different approach.<\/p>
=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/32651/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/32651/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p> Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
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