Making a copy of several sheets, reports, and dashboards

Daniel Miller PMP

I have a workspace which rolls up multiple project plans and RAID trackers, into reports and then into a dashboard at project and portfolio levels with varying data widgets. I want to use this overall as a project template however I am noticing that when I try to save as new or duplicate the folder structure and underlying sheets, reports, and dashboards, the links do not always remain between the sheets ⇒ reports ⇒ dashboards but instead keep the old source which I then need to point to the correct source. Does anyone have any experience or solutions to make this process more efficient. For those who are superusers, I have created a manual version of what Control Center does with automation.

dojones

I have similar setup and use the PMO Project Management Office template (with customizations). It works well for reporting a dashboard and reports for all projects in the various department folders. In my case, I only use one Project Office workspace which is linked to a Project Files workspace that has all of the department level projects. I don't have a need to create multiple Project Office dashboards.

dojones

Check to make sure Newly Created Sheets is checked when doing Save As.

Daniel Miller PMP

dojones

Sep 24, 2024

Check to make sure Newly Created Sheets is checked when doing Save As.

https://us.v-cdn.net/6031209/uploads/EHJ195ETAN4G/image.png

Thanks, I did see that part but for Reports and Dashboards it does not offer that option.

dojones

If all reports and dashboards exist in a folder, then copying the folder will maintain the relationships of the reports and dashboards to the new folder. It's a different story if they don't exist in the same folder.

Daniel Miller PMP

dojones

Sep 24, 2024

If all reports and dashboards exist in a folder, then copying the folder will maintain the relationships of the reports and dashboards to the new folder. It's a different story if they don't exist in the same folder.

Thanks. Any recommendations if they do not exist in the same folder?

dojones

I'm not certain. I think there is something in Enterprise Version or Control Center that helps with updating across folders.

Andrée Starå

Making a copy of several sheets, reports, and dashboards

Daniel Miller PMP

Sep 23, 2024

I have a workspace which rolls up multiple project plans and RAID trackers, into reports and then into a dashboard at project and portfolio levels with varying data widgets. I want to use this overall as a project template however I am noticing that when I try to save as new or duplicate the folder structure and underlying sheets, reports, and dashboards, the links do not always remain between the sheets ⇒ reports ⇒ dashboards but instead keep the old source which I then need to point to the correct source. Does anyone have any experience or solutions to make this process more efficient. For those who are superusers, I have created a manual version of what Control Center does with automation.

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Hi,

I hope you're well and safe!

As mentioned, save the folder, but it also works with a Workspace.

Would that work/help?

If not, can you elaborate?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ 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!

Paul Newcome

@Daniel Miller PMP You can also "Save as New" an entire workspace so long as it does not have more than 100 assets (sheets, reports, and dashboards - folders/sub-folders don't count towards the limit but structure will be maintained).

Daniel Miller PMP

Thanks all for the help! My Workspace has 10+ different folders (each for a dept). Each folder has a sheet (project plan), several reports, and a dashboard. Copying this dept folder works ok to maintain the all the report and dashboard links. My challenge is when I want to copy a portfolio reports and dashboard which exist in the workspace level. I cannot find a way to maintain that connect and it seems like I have to repoint all of the project plans and reports to the portfolio level reports and dashboard. Any suggestions would be appreciated.

dojones

I have similar setup and use the PMO Project Management Office template (with customizations). It works well for reporting a dashboard and reports for all projects in the various department folders. In my case, I only use one Project Office workspace which is linked to a Project Files workspace that has all of the department level projects. I don't have a need to create multiple Project Office dashboards.

Daniel Miller PMP

Thanks!

Andrée Starå

Daniel Miller PMP

Sep 25, 2024

Thanks all for the help! My Workspace has 10+ different folders (each for a dept). Each folder has a sheet (project plan), several reports, and a dashboard. Copying this dept folder works ok to maintain the all the report and dashboard links. My challenge is when I want to copy a portfolio reports and dashboard which exist in the workspace level. I cannot find a way to maintain that connect and it seems like I have to repoint all of the project plans and reports to the portfolio level reports and dashboard. Any suggestions would be appreciated.

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!