Pull Historical data back into Summary Sheet in Control Center?

KGill

I have added a new column to Metadata, How can I add historical project back into Summary Sheet?

Michelle Choate 2

Hi @KGill

It sounds like you want to add a new field to your intake sheet from a new column in your Metadata sheet that should also be pulled into the profile data on your existing projects, new projects going forward, and blueprint summary. In order to add new profile data from the intake sheet onto your new and existing projects, take the following steps:

Step 1 - Update the Intake Sheet

• In the intake sheet, add the columns you'd like to include as new profile data. Be sure to use the same names for the column that you plan to use across all of your sheets profile data

Step 2 - Global Updates

1. In Smartsheet Control Center, navigate to Global Updates > New Update > Add Column
2. Name the update, and select your blueprint
3. Select the Metadata sheet, and "Use an Existing Column from the template" if you have already added the column, if not select "Create a new column".
4. Follow the steps on the screen.
5. Test your update and review the test sheet. The column should be added.
6. Select all the projects you wish to update, and apply the updates. If any projects fail, run the global update a second time.

Now, for the next part!!

1. In Smartsheet Control Center, navigate to Global Updates > New Update > Add Profile Data
2. Name the new update, and select your blueprint
3. Enter the field names for the new profile data, ensuring that the field names are the same as the column names in the intake sheet. Add as many fields as needed, but leave the value section blank
4. Test your update and review the test sheet. The field should be added without a value
5. On the Apply Global Update screen, be sure to check the check the checkboxes next to Apply update to the base project template(s) and Include Project Profile Data in reporting sheet if missing
6. Select all the projects you wish to update, and apply the updates. If any projects fail, run the global update a second time.

Step 3 - Update the Blueprint Summary

1. After the field is added to all existing projects, navigate to Manage Program > Blueprint editor > Customize Profile Data
2. Click Add Field and add the new profile data field. Populate the field from the Intake Sheet
3. Click Next to go to the Blueprint Summary editor. Be sure that the new field is included/checked in the Summary Data Fields section
4. Continue through the Blueprint editor and save

Step 4 - Generate the Cell Links

1. Navigate to My Projects in SCC and click the project name
2. Select Edit Project Information to configure the global fields
3. Click Update. You'll see a message that you haven't made any changes. Click Yes to continue
4. Repeat these steps for each project. Unfortunately, there is not a way to do this in bulk at this time.

Once you've completed the above steps, you can refresh or navigate to the updated projects to confirm that the profile data field is now present and cell linked to the Intake Sheet.