Best practices for project sheets so data can roll up to portfolio dashboard?

Sarah541

My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding it difficult to produce simple reports showing data by project because of all the parent/child nesting. We are in the middle of revamping our project templates and I want to make sure I design them in a way that will allow us to easily roll up data to a portfolio view (% complete by project, number of overdue tasks by project, all projects owned by a person, etc). What best practices do you all recommend for accomplishing this? I am using a roll-up row at the top of each project sheet and was thinking I'd utilize the Sheet Summary for certain things but would love any guidance you can offer. Thanks!

AravindGP

Hi @Sarah541

If you have over 20 projects per year, it is better to invest in Contol Center to get the roll up of data automated. You will also be able to create Dynamic reports which will help in your portfolio dashboard. Usually, we build a separate metrics sheet to compute values, but Sheet Summary can do the same and you can create a Sheet Summary report across multiple projects manually to get the values in one single source.