Whether you’re initializing your Smartsheet sheets from a template or using an existing sheet, there are a few required fields you need to include for Projector and Smartsheet to properly share data.
...
Field | Type | Notes |
|---|---|---|
Task Name | Text/Number | Default column used by Smartsheet at the Primary Column |
Duration | Duration | Default column used by Smartsheet for schedule calculations |
Start Date | Date/Time | Default column used by Smartsheet for schedule calculations. |
End Date | Date/Time | Default column used by Smartsheet for schedule calculations. |
Predecessors | Text/Number | Default column used by Smartsheet for schedule calculations. |
Assigned To | Dropdown list (multi-select, restrict to list values only) | Note that this is not a contact list type field that Smartsheet uses by default. Replace the contact list field of the same name with a dropdown list to use for role assignment. If you chose to embed roles in a template or sheet, surround them with parentheses in order that Projector can interpret them as roles. |
% Allocation | Text/Number | Projector requires that a “% Allocation” field be populated (likely with a formula) so that Projector can properly synchronize. |
Open for Time | Checkbox | Time Entry will only display task that have the “Open for Time” value checked. |
Task Type | Dropdown list (single-select, restrict to list values only) | Projector requires each task to have a task type. If a task type is not selected prior to a sync, one will be selected automatically. |
Other columns… | Your sheet can contain additional columns beyond those mentioned above, but Projector requires the above fields in order to sync properly. Any additional data will not be sync’d to Projector, but will remain in the sheet for your planning purposes. |
...
Complete tasks
Uncomplete milestone tasks and the milestones linked to them
Update the remaining time for a task based on the value in another field (e.g. “Last PM Update for Hours Remaining” or the “Remaining Minutes (PPSA)” field if it’s not defined as read-only)
...
Note that the “Operation (PPSA)” field and the other in the above image are all optional. In fact, the values (each menu item) in the “Operation (PPSA)” drop list is also optional. If you chose to include only the “Complete()” value or to set the cell value to “Complete()” based on a checkbox field somewhere else on your sheets, your are welcome to. You might even set the Operation (PPSA) field as a hidden field and use formulas to generate the cell value for a particular task (e.g. populate the cell based on other cells and drive the operations behind the scenes).
Basic approaches to using the “Operation (PPSA)” field
The options for working with Smartsheet functionality are endless. We’ve outlined what we feel is a set of basic approaches to executing the three operations noted above.
Completing a task
Setting a task to “Completed” from the task plan is accomplished by:
Set the value of the Operation (PPSA) field to “Complete()” for the task in question
Save the task plan
After you’ve saved and subsequently refreshed the task plan frame by using the built in Smartsheet refresh behind the vertical ellipse, refreshed the entire page, or manually “Sync”ing the task plan, you will see the task marked as completed in time entry, and set to 100% complete in the task plan if you are showing the “% Complete (PPSA)” field.
Completing a milestone task
“Achieving” a milestone by updating the task plan is accomplished by:
Set the value of the Operation (PPSA) field to “Complete()” for the task in question
Save the task plan
After you’ve saved and subsequently refreshed the task plan frame by using the built in Smartsheet refresh behind the vertical ellipse, refreshed the entire page, or manually “Sync”ing the task plan, you will see the linked milestone task marked as “Achieved” with an achieved date of today if you navigate to the Project’s parent Contract Line Item (CLI) > Setup > Milestone page.
Uncompleting a milestone task
Setting a task to “Uncompleted” can only be done for tasks without assigned roles. In practice this means that tasks explicitly linked to contract line item milestones are really the only tasks you can uncomplete.
Set the value of the Operation (PPSA) field to “Uncomplete()” for the task in question
Save the task plan
After you’ve saved and subsequently refreshed the task plan frame by using the built in Smartsheet refresh behind the vertical ellipse, refreshed the entire page, or manually “Sync”ing the task plan, you will see the linked milestone task marked as “Pending” if you navigate to the Project’s parent Contract Line Item (CLI) > Setup > Milestone page.