Can Smartsheet do this

Hi there, I am looking for a program/tool to keep track of our project deliverables. Our project is 7 years long, we have new enrollees that might enroll in Year 1 or Year 5 so we need to keep track of this. Most of The deliverables are due quarterly. However, during those quarters we have things that are due. So lets say Year 2, Quarter 1:

We have 2 trainings that are due (under this umbrella, there are things that needs to be completed for this training like making sure we collect sign in sheets, making sure we get surveys completed, making sure we get reports done).

If we have a new enrollee during that quarter, We have 30 days to get a skills assessment completed, 60 days to get a survey completed, 150 to get a transformation plan completed and 160 days to get services completed. Then every year after that all of that is due again.

I need it to be able to alert us when something is coming up due within 30 days.

HELP….

Answers

  • kowal
    kowal Overachievers Alumni

    Hello,

    I thinks Smartsheet is perfect to resolve your issue.

    It does not matter how long the project is - can be even 20 years :) it's all a matter of proper setup.

    and yeah reminding someone 30 days due to task is like 1 minute configuration.

    Let me know if you need more precise help.

    Tomasz Kowalski

    The Real Smartsheet Enthusiast

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  • I have been playing with different layouts for weeks now and can't seem to find what I want.

    So yes, any precise help would be most appreciated. my email is mragans@fsu.edu