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PLANNED VERSUS ACTUAL PROGRESS

Arnold Cruz
Arnold Cruz ✭
edited 12/09/19 inArchived 2015 Posts

hi,

is there a way that i can see the planned versus actual progress of the project ? baseline versus actual?

thanks.

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  • JamesR
    JamesR ✭✭✭✭✭✭

    There is no Baseline feature in Smartsheet as yet. The options are:

    Insert KPI's in the form of Milestones and Lock the rows so Editors cannot change them.

    Create a copy of the plan when finished Planning and lock all rows, then create a Master project that both the Plan and the Baseline feed into using linked cells.

    Create additional Columns for Baseline start and Baseline Finish, Copy Plan dates to these and lock them. Create additional calculated columns to work out the variances.

    Not Ideal but all possible.

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  • Sarah S
    Sarah S ✭

    Just jumping on to say I'm looking for this functionality as well! Hope this can be added in the future, would be very helpful.

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  • Charlie Rarick
    Charlie Rarick ✭
    edited 08/04/15

    I would love to see this capability as well.

    Managing projects is a big part of what I do.

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  • Robert Poddar
    Robert Poddar ✭✭

    Hi Arnold,

    我也看着SmartSheet feature supporting multiple baseline. Currently, i have do the following. I have 4 columns "Trend Start", "Trend Finish", "Baseline Start" and "Baseline Finish".

    The first plan which i review with the team and have it approved, i enter the dates in the "Baseline Start" and "Baseline Finish" columns. At this point, i got to Edit Project Settings and under the "Date rate display", i select "Baseline Start" and "Baseline Finish". This is done to ensure that the predecessor is working properly.

    During the project execution, i update the plan (if i see a shift) and start entering the new dates in the "Trend Start" and "Trend Finish" columns. At this point i go to the Edit project settings and change the "Date Rate Display" to "Trend Start" and "Trend Finish". This way, whenever i make any changes in predecessor columns, the "Baseline Start" and "Baseline Finish" dates don't change.

    Now at any given time, i can see the drift of the plan.

    The only drawback that i see is that one cannot get Gantt graphs showing the plan and the actual/trend.

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  • Candi Lewis
    Candi Lewis ✭
    edited 09/12/16

    The below article touches on this:

    Critical Path - Where Smartsheet fails - Need a Critical Path filter ASAP | Smartsheet Community

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  • JamesR
    JamesR ✭✭✭✭✭✭

    Hi,

    This may help.

    Option 1 - 2 plans feeding into report

    https://app.smartsheet.com/b/publish?EQBCT=dabaff4f7f114c51a2b30290f2182450

    Option 2 - 1 Plan with both Plan and Actuals

    https://app.smartsheet.com/b/publish?EQBCT=c024a9c80fff439e89f7014ebbf73c91

    Not perfect but both workable.

    James

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You would have to insert a new header field into the form that has that particular verbiage formatted the way you want then use the form field logic to display this header row if one of the incorrect answers is selected.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":108403,"type":"question","name":"Date formula to set cut off period","excerpt":"I am trying to set a date formula to for the following statement; if the [Next Due Date] is <= 27\/07\/2023 return \"Performed\" Example: =IF(ISBLANK([Last inspection]@row), \"\", IF(DATE(2023,7,27)) < [Next Due Date]@row, \"Overdue\", \"Performed\"))","snippet":"I am trying to set a date formula to for the following statement; if the [Next Due Date] is <= 27\/07\/2023 return \"Performed\" Example: =IF(ISBLANK([Last inspection]@row), \"\",…","categoryID":322,"dateInserted":"2023-08-02T11:05:55+00:00","dateUpdated":"2023-08-02T11:35:37+00:00","dateLastComment":"2023-08-03T08:51:04+00:00","insertUserID":125711,"insertUser":{"userID":125711,"name":"Adedeji Adebanjo","url":"https:\/\/community.smartsheet.com\/profile\/Adedeji%20Adebanjo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ZrfDGXkxfL4!BfDCQc0uMJQ!nMYqiMpYuek","dateLastActive":"2023-08-03T10:26:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":125711,"lastUser":{"userID":125711,"name":"Adedeji Adebanjo","url":"https:\/\/community.smartsheet.com\/profile\/Adedeji%20Adebanjo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ZrfDGXkxfL4!BfDCQc0uMJQ!nMYqiMpYuek","dateLastActive":"2023-08-03T10:26:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":19,"score":null,"hot":3382028219,"url":"https:\/\/community.smartsheet.com\/discussion\/108403\/date-formula-to-set-cut-off-period","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108403\/date-formula-to-set-cut-off-period","format":"Rich","lastPost":{"discussionID":108403,"commentID":388644,"name":"Re: Date formula to set cut off period","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388644#Comment_388644","dateInserted":"2023-08-03T08:51:04+00:00","insertUserID":125711,"insertUser":{"userID":125711,"name":"Adedeji Adebanjo","url":"https:\/\/community.smartsheet.com\/profile\/Adedeji%20Adebanjo","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!ZrfDGXkxfL4!BfDCQc0uMJQ!nMYqiMpYuek","dateLastActive":"2023-08-03T10:26:54+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T08:50:18+00:00","dateAnswered":"2023-08-02T12:58:11+00:00","acceptedAnswers":[{"commentID":388454,"body":"

Try removing one of the closing parenthesis after the DATE function.<\/p>"},{"commentID":388644,"body":"

Thanks! That sorted it!😀<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":108391,"type":"question","name":"Can I use groups to create series?","excerpt":"I have this report and from this I have created this Chart but I want it to drill down to the show the individual Branches on a stacked column chart like this. is this at all possible?","snippet":"I have this report and from this I have created this Chart but I want it to drill down to the show the individual Branches on a stacked column chart like this. is this at all…","categoryID":322,"dateInserted":"2023-08-02T02:31:48+00:00","dateUpdated":"2023-08-02T11:36:34+00:00","dateLastComment":"2023-08-03T13:06:28+00:00","insertUserID":163489,"insertUser":{"userID":163489,"name":"Benny C","url":"https:\/\/community.smartsheet.com\/profile\/Benny%20C","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xq_RMfil_3w!!B9mU9H6NId1","dateLastActive":"2023-08-03T00:58:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:06:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3382013296,"url":"https:\/\/community.smartsheet.com\/discussion\/108391\/can-i-use-groups-to-create-series","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108391\/can-i-use-groups-to-create-series","format":"Rich","lastPost":{"discussionID":108391,"commentID":388682,"name":"Re: Can I use groups to create series?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388682#Comment_388682","dateInserted":"2023-08-03T13:06:28+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-03T13:06:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/UYHRDRG9I6TS\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T00:59:37+00:00","dateAnswered":"2023-08-02T12:47:07+00:00","acceptedAnswers":[{"commentID":388443,"body":"

This isn't possible in a report. You would have to use a specifically structured metrics sheet with cross sheet references pulling in your totals.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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