Ranking projects...

jose.castellon15981

I have projects across multiple territories using local resources that I can allocate to the various projects. Is there a way to rank the top 10 projects so they can be visible to the sales team and if necessary be able to change the ranking and have the project reorganize so they appear in sequential order from 1 to 10 for example while still remaining in their respective territories?

For example:

Say I have 3 projects in the U.S., 3 in Brazil, and 4 in Korea.

All projects are visible in my smartsheet in their respective territories, but now Sales wants to prioritize 5 of the 10 project so they get worked on first. Since I have multiple territories I would want to keep the prioritized projects in their respective territories. I would like to have a dropdown with a range of priority or ranking of 1-5. then when a project has a priority or ranking of 1-5, it populates in a separate section showing me the top 5 projects while still keeping the project in their respective territories. Maybe having 2 rows showing the same information. Each one updating the other when changes are made to that row. Not sure if I am using the right language to best describe my request. thoughts?

thanks

Jose.

Andrée Starå

Hi Jose,

There are a few different ways to set this up. It's all dependent on your use case.

One way to do it would be to create a report and dashboard.

The report could show all the prioritized projects.

The dashboard could then show the report above and other information about the territories and more.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

 

jose.castellon15981

thank you for your feedback. I have been looking into that option, but am having difficulties deploying it. There is no clear description on how to establish which projects are considered prioritized for either report or dashboard format. I am not a superuser so that also introduces a challenge.

jose

Andrée Starå

Hi again Jose,

I think I missed this when there was an issue with the forum.

How did it go? Have you solved it?

Have a fantastic weekend!

Best,

Andrée Starå - Workflow Consultant / Get Done