Best way to set up multi-year project template

Protonsponge

I am helping a colleague convert a excel file used to manage multi-year develop projects. They currently work in a T-9 year to completion based upon a 9 year expected program. They start a new spreadsheet each time a project is launched.

They currently work in a target launch date minus X years with milestones at a to be achieved in certain quarters across the 9 year window.

Example of excel spreadsheet columns below, see T-9yr, T-8yr, etc…

I am thinking that in Smartsheet, it would be a case of detailing the program milestones and then setting each milestone as a dependency on the previous one. I would then have a row where detail the project start day and I should then get a 9 year road map timed off of my project start day.

I just wanted to ask if I am thinking about this is the right way or if there are other options/experience that could be helpful.

Grateful for any thoughts

Andrée Starå

https://community.smartsheet.com/discussion/122517/best-way-to-set-up-multi-year-project-template

Hi,

I hope you're well and safe!

The workback schedule sounds like the perfect solution, so you have the correct idea.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Protonsponge

Thank you very much Andrée, searching "workback schedule" in the forum, lead me to plenty of resources and even a temple to follow up in - Appreciate the reply.

Andrée Starå

https://community.smartsheet.com/discussion/comment/437900#Comment_437900

Excellent!

Happy to help!

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!