Formulas for Project Management

Formulas for Project Management

Learn how to utilize formulas to track information and aggregate data within the project management framework.

Overview

This course serves as an introduction to utilizing formulas intended to automate and track various aspects of project progress for project management.

Learning Objectives:
At the end of this course, participants will be able to:
• Create logic formulas to calculate variance with regards to budget, work hours, and schedule
• Create logic formulas to flag negative variance or at risk tasks
• Write formulas to aggregate data in Sheet Summaries and data based on hierarchy information
• Create cross-sheet formulas to reference and calculate data from other sheets
• Create date-based formulas to flag late tasks and trigger automated workflows

Duration: 120 minutes 

Maximum Number of PDUs: 2

Audience: This course is designed for Smartsheet users who are existing and emerging project managers, or involved in project management, and want to utilize formulas for their projects.

Prerequisites: Participants should be familiar with basic sheet functionality and column types. It is essential to have an understanding of how to create foundational formulas, including the use of functions such as SUM, CHILDREN, and IF.

If a refresher course is needed, then Formula Basics is recommended.

Questions? 

Contact training@smartsheet.com

Register/Launch Live Training

Event Date Spaces left
Formulas for Project Management 29
Formulas for Project Management 48
Formulas for Project Management 46
Formulas for Project Management 50

Live Sessions

  • Register/Launch Live Training
  • Pre-Class Materials
  • Formula Basics (2:45)
  • Cross-Sheet Formulas (1:58)
  • Advanced Cross-Sheet Formulas (3:26)
  • In-Class Materials
  • Activity Sheets
  • Activities
  • Activities (PDF)
  • Post-Course Materials
  • Course Evaluation
  • Course PDU Information

Overview

This course serves as an introduction to utilizing formulas intended to automate and track various aspects of project progress for project management.

Learning Objectives:
At the end of this course, participants will be able to:
• Create logic formulas to calculate variance with regards to budget, work hours, and schedule
• Create logic formulas to flag negative variance or at risk tasks
• Write formulas to aggregate data in Sheet Summaries and data based on hierarchy information
• Create cross-sheet formulas to reference and calculate data from other sheets
• Create date-based formulas to flag late tasks and trigger automated workflows

Duration: 120 minutes 

Maximum Number of PDUs: 2

Audience: This course is designed for Smartsheet users who are existing and emerging project managers, or involved in project management, and want to utilize formulas for their projects.

Prerequisites: Participants should be familiar with basic sheet functionality and column types. It is essential to have an understanding of how to create foundational formulas, including the use of functions such as SUM, CHILDREN, and IF.

If a refresher course is needed, then Formula Basics is recommended.

Questions? 

Contact training@smartsheet.com

Live events

Register/Launch Live Training

Event Date Spaces left
Formulas for Project Management 29
Formulas for Project Management 48
Formulas for Project Management 46
Formulas for Project Management 50

Live Sessions

  • Register/Launch Live Training
  • Pre-Class Materials
  • Formula Basics (2:45)
  • Cross-Sheet Formulas (1:58)
  • Advanced Cross-Sheet Formulas (3:26)
  • In-Class Materials
  • Activity Sheets
  • Activities
  • Activities (PDF)
  • Post-Course Materials
  • Course Evaluation
  • Course PDU Information