How to show multiple projects by phase and date rolled up in one dashboard?

Does anyone know how I can show a summary of project phases by month? I need a way to understand the summary of how multiple projects are progressing.

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You are going to need a couple of extra sheets for this.


    The first one would be the listing of all projects and the phase each one is in. You would set up a copy row automation that copies rows as their phases change.

    The second sheet (recipient of the copy row automation from the first) would be used to show the dates for each phase change for each project.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • againes
    againes ✭✭

    Thank you I'll give this a try!