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.
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When troubleshooting a sheet or template, Projector Support will have very limited visibility into Smartsheet-specific issues and may ask you to share your sheet, template, or workspace with the following email address - ppsa-supportuser-smartsheet@projectorpsa.com |
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Get Starter Templates from Projector
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Share the Smartsheet workspace you reference above with ppsa-supportuser-smartsheet@projectorpsa.com
Send the email address associated with your Smartsheet User and ask Projector support to temporarily share a Projector Templates workspace with you.
Creating Your Own Templates
In the event that you want or need to create new templates, there are a few things you’ll want to know ahead of time.
Projector is very particular about how the templates/sheets are created in Smartsheet, so you’ll want to either start from a template/sheet layout already in use or create a new template
If you’re creating a template from scratch, create it as a “Project” not as a “Sheet”, nor as a Gannt”. When creating as a “Project”, some internal project settings that Projector expects are automatically taken care of. This includes properly connected duration, start date, end date, predecessor among other things.
In addition to starting from a “Project”, Projector also has a list of required fields (below) that you’ll want to be sure to include and properly configure.
There are also optional fields (below) that may be of value to your task planning workflow.
Required Fields for Smartsheet Sheets and Templates
Field | Type | Notes |
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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. |
Comments | Text/Number | Projector requires a template field. |
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. |
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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)
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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 can be 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 can be 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.
Set remaining minutes to
Projector thinks of task effort in terms of minutes. Most people think of task effort as hours, days, weeks, or even months. You can use the “Operation (PPSA)” functionality to update time remaining on a task whether you think in minutes or not. You simply need to set things up such that formulas feed Projector the minutes it’s expecting.
Updating the remaining minutes on a task can be accomplished by:
Creating a Smartsheet field to capture the task minutes remaining. If you prefer to think in hours, days, weeks, or some other unit, create columns and formulas the result in the minutes remaining column being populated with minutes.
Add a value to the “Operation (PPSA)” field that connects the command with the minutes remaining field
Command = “SetRemainingMinutesTo()”
example minutes remaining field name = “Last PM Update for Minutes Remaining”
Operation drop list value that links the command to the field “SetRemainingMinutesTo(Last PM Update for Minutes Remaining)”
Consider creating a field to capture hours remaining, that are then converted to minutes in the “Last PM Update for Minutes Remaining” field by a formula that divides the hours by 60 to get minutes
Hours field = “Assigned Hours Remaining” - this is the field where data entry for remaining time will actually happen
Minutes field = “Last PM Update for Minutes Remaining” as noted above
An example formula you could use within Minutes field to connect it to the hours field is:
=IF([Last PM Update for Hours Remaining]@row > 0, ROUND([Last PM Update for Hours Remaining]@row * 60, 0), "")
Enter the remaining hours on the task in the Hours field
minutes field will calculate the number of minutes and round to the nearest minute (Projector doesn’t expect partial minutes for task time remaining)
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 updated values across Projector as well as in the task plan
time entry, time remaining is updated
time entry, percent complete is updated
the “% Complete (PPSA)” optional task plan field will be updated
the “Remaining Minutes (PPSA)” optional task plan field will be updated
Before & After Operation Image
The following image shows the before and after states associated with the execution of a few operations within the embedded task plan. The image includes a representation of the before and after state for the task plan in question, as well as the related timesheet and milestone pages.
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