Product Development Inflight Project Dashboard

Marcia562

I feel like I've looked at all of the templates and am still stumped on which one I would use to display a 2023 - 2024 project dashboard.

Currently my boss put it in a Excel but not in a way that you can sort. I want to be able to use Smartsheets to input all potential product launches under each of the categories. Below is how it looks in Excel. He has approx. 6 categories with anywhere from 4 - 10 sub-categories with projects listed below each sub-category. Has anyone had to do this and if so which template would you recommend I use?

Genevieve P.

Hi @Marcia562

In the Template Gallery there's one called "Simple Project Plan" with one sheet, one report, and a rollup dashboard that may be a good starting point!

The way I would personally set this up is to have each of your sections in the blue grid (on the left) set up as Hierarchy in a sheet:

Then you can have a report (filtering out the Parent rows) to get your second view on the right.

Cheers,

Genevieve

Marcia562

@Genevieve P. just wondering if is this something you can assist me with?

Genevieve P.

Hi @Marcia562

In the Template Gallery there's one called "Simple Project Plan" with one sheet, one report, and a rollup dashboard that may be a good starting point!

The way I would personally set this up is to have each of your sections in the blue grid (on the left) set up as Hierarchy in a sheet:

Then you can have a report (filtering out the Parent rows) to get your second view on the right.

Cheers,

Genevieve