Product Development Inflight Project Dashboard
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?
Best Answer
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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
Answers
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@Genevieve P. just wondering if is this something you can assist me with?
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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