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 | Date/Time | 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. |