Considerations when adding a second Project Plan to our template through Control Centre

Hi all,

I've been requested to add a second version of our Project Plan to our Workspace that runs through Control Centre. I'm thinking of simply copy/pasting our current project plan into the same sheet, and use the indentations to mark the 2 versions of the plan. I know I'll have to go through and update predecessors, and check that all the cell links are working. I think I'm going to have to also check where a cell is used in a formula on another sheet to ensure those all work.

I have a couple of specific questions for the community:

Has anyone ever done this? If so, how do you have your users handle the Project Plan sheet? Do they delete the version of the project plan that they aren't using, or simply minimize it?
We have milestones that are linked to the metadata. If we have 2 versions of the project plan then we have 2 lines for a single milestone. I'm not sure how best to handle these? Would a formula work (IF/OR)?
Is there anything else I'm not thinking of?

Many thanks!

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Andrée Starå

https://community.smartsheet.com/discussion/142712/considerations-when-adding-a-second-project-plan-to-our-template-through-control-centre

Hi,

I hope you're well and safe!

Have you explored adding it as a separate plan instead in the Blueprint?

Then, you could either select the correct template at provisioning or duplicate the Blueprint and have it automatically provisioned with the proper template based on specific criteria.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

✅ Did I help answer your question/solve the problem? Please support with 💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer the question. I appreciate it, thank you! 🙏

A&W Admin

Hi Andrée, thank you for your response. I have considered adding a second version. We don't have any sheets that are optional and chosen on provisioning. I'm open to this, I'm still weighing up the pros and cons of different approaches.

In your experience, is this the cleanest way to handle this type of request?

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