Seeking Guidance on Connecting Biweekly Status Reports to Projects and Dashboard Creation
Hey Smartsheet Community!
I hope you're all doing well. I'm currently working on optimizing our project management process using Smartsheet and could really use some guidance.
I work for a PMO for state government. We're managing project updates through a biweekly (due every other week) "Status Report" form and collecting project requests via the "Project" sheet which also has an intake form. Now, the challenge is to establish a seamless connection between the submitted status reports and their corresponding projects in the "Project" sheet. Additionally, we're looking to create a dashboard that can efficiently monitor and assess the overall health of all projects based on the information gathered from these status reports.
- What's the best way to link biweekly status reports to specific projects in the "Project" sheet?
- Are there any best practices to ensure alignment between project information from the "Project Intake" form and the corresponding status reports?
- Any tips on creating a dynamic dashboard in Smartsheet that provides visual insights into the health of all projects based on the collected status reports?
Any guidance or insights you can share would be immensely helpful! TYSM in advance for your support.