Automatic numbering for Work Breakdown Structure

你好,
Does " Automatic numbering for Work Breakdown Structure " exist in SMARTSHEET ? It's been a couple of days now that I am searching for .
Can someone help me ?
Best Answers
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Paul Newcome ✭✭✭✭✭✭
You should be able to copy cells. If you copy a cell from row 1, you can paste that formula into your sheet. This will allow you to change the column names to whatever is on your own sheet and make any other adjustments as needed.
thinkspi.com
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I started using Smartsheet and evaluating its capabilities only a week ago, but from the very start faced that nasty limitation. After spending some time, I managed to come up with a solution that supports an unlimited level of nesting. Hope it will be helpful for those hitting this page
Create the following columns and formulas:
- Row number
- Requires a "Row ID" autoincrement column starting with 1
- Formula - - MATCH([Row ID]@row, [Row ID]:[Row ID], 0)
- Level
- Formula - COUNT(ANCESTORS())
- WBS Code
- 孩子指数
- Formula - COUNTIFS(Level:Level,[email protected], [Row number]:[Row number], AND(@cell <= [Row number]@row, @cell > [Parent row number]@row))
- Parent row number
- Formula - IF(ISBLANK(PARENT([Row number]@row)), 0, MATCH(PARENT([Row number]@row), [Row number]:[Row number], 0))
- Formula - IF(ISBLANK(PARENT()), 1, PARENT() + "." + [Child index]@row)
- Row number
Answers
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Gunn_Jack ✭✭✭✭
Hey Alain,
You can have an automated reference column (select 'Auto Number / System' when adding a column) which allows you to set the format of the numbering however it is incremental. I.e. you can have 1.1, 1.2, 1.3 etc but it wont notice or be changeable to 2.1, 2.2, 2.3 etc for your next work package.
I've also done a search on the templates for WBS and Work Breakdown Structure, which provide no returns which leads me to suspect that currently, it is not something you can do through SS (unless you manually assigned the number system).
Hope that answers your query,
Cheers,
Jack
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ALAIN-STEPHANE ✭✭✭✭✭
Thanks JACK ,
It is a great shortcoming to fix .
Regards .
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Paul Newcome ✭✭✭✭✭✭
I have some examples published elsewhere here in the Community. I will search for them and get back to you once I find something.
How many different levels of hierarchy will you be using?
thinkspi.com
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ALAIN-STEPHANE ✭✭✭✭✭
Hi PAUL ,
I am reading currently your last example . I am having big headaches lol .
I am using five levels of hierarchy to plan my project .
How can you help me ?
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Paul Newcome ✭✭✭✭✭✭
Can you include a link to the post/example so that I can see what you are starting with? That way I can better figure out how to help tweak things to fit your needs.
thinkspi.com
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ALAIN-STEPHANE ✭✭✭✭✭
Nice PAUL ,
Please find the link of the example below :
I do not mind sharing my project sheet too . Tell me If you want .
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Paul Newcome ✭✭✭✭✭✭
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ALAIN-STEPHANE ✭✭✭✭✭
Hi PAUL ,
从你的表,我不能复制行it is " view only " mode .
Regards .
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Paul Newcome ✭✭✭✭✭✭
You should be able to copy cells. If you copy a cell from row 1, you can paste that formula into your sheet. This will allow you to change the column names to whatever is on your own sheet and make any other adjustments as needed.
thinkspi.com
-
ALAIN-STEPHANE ✭✭✭✭✭
Thanks PAUL !
Check below the result when I follow your instructions .
伟大的workaround !
Congratulations and thank you very much
Regards .
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Paul Newcome ✭✭✭✭✭✭
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Steve Fogel ✭✭✭
Will this allow accurate sorting on WBS or just help in automating the numbering. Can't create a report from your sheet.
thanks
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Paul Newcome ✭✭✭✭✭✭
To sort, you will want to ensure that the top row stays at the top. The absolute references to row 1 mean that row 1 needs to stay in place. Everything else can be sorted, and the formulas will remain intact.
I am not sure why you need to create a report from my sheet? It is a published view so that everyone can see how it works without having to give individual permissions.
thinkspi.com
-
I started using Smartsheet and evaluating its capabilities only a week ago, but from the very start faced that nasty limitation. After spending some time, I managed to come up with a solution that supports an unlimited level of nesting. Hope it will be helpful for those hitting this page
Create the following columns and formulas:
- Row number
- Requires a "Row ID" autoincrement column starting with 1
- Formula - - MATCH([Row ID]@row, [Row ID]:[Row ID], 0)
- Level
- Formula - COUNT(ANCESTORS())
- WBS Code
- 孩子指数
- Formula - COUNTIFS(Level:Level,[email protected], [Row number]:[Row number], AND(@cell <= [Row number]@row, @cell > [Parent row number]@row))
- Parent row number
- Formula - IF(ISBLANK(PARENT([Row number]@row)), 0, MATCH(PARENT([Row number]@row), [Row number]:[Row number], 0))
- Formula - IF(ISBLANK(PARENT()), 1, PARENT() + "." + [Child index]@row)
- Row number
Categories
Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":106937,"type":"question","name":"Column shifting","excerpt":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e. from 32 to 57) but user claims they didn't move or change the column index. Is there any way we can figure out why this happening or any where we…","snippet":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e.…","categoryID":321,"dateInserted":"2023-06-27T07:31:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T08:59:15+00:00","insertUserID":161133,"insertUser":{"userID":161133,"name":"Man Chui","url":"https:\/\/community.smartsheet.com\/profile\/Man%20Chui","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T09:36:58+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T10:28:00+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3375795628,"url":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","format":"Rich","lastPost":{"discussionID":106937,"commentID":382758,"name":"Re: Column shifting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382758#Comment_382758","dateInserted":"2023-06-28T08:59:15+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T10:28:00+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":"2023-06-28T06:56:02+00:00","dateAnswered":"2023-06-27T12:25:56+00:00","acceptedAnswers":[{"commentID":382510,"body":"
This should be present from the activity log.<\/p>
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