Page 165 - Customize-Project-Plan-by-tailoring-Smartsheet

Customize your Project Plan
   
by tailoring Smartsheet

Here the result is "Phase 2", which is correct,
because all tasks beneath "Phase 1" are now
completely done.

We have now determined the first "metric" for our Dashboard.

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In case you have more than just 2 Phases defined, then you would be supposed to box / nest up the
already existing IF-formula. Here an example ...

=IF(Done14 = 1, "Shipped", IF(Done8 = 1,
"Phase 4", IF(Done5 = 1, "Phase 3", IF(Done2
= 1, "Phase 2", "Phase 1"))))

=IF(COUNTIF(CHILDREN(Done@row), 0) = 0, 1)

These rows are locked because there at "Done",
are formulas that need to be protected.

Just some tests to see if the formula works ...

© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 165 / 209 pages