Creating a Master Project List and Dashboard

Hello,

I would like some help in designing a Master Project List, and a Master Project Executive Summary Dashboard. We have a Roadmap that contains each functional area's main projects/initiatives. Is there a way I can build a formula to have all the information from each road map combined into one Master Roadmap... Which would essentially by our Master Project Summary list? Below is an example of what our Roadmaps look like. We have about 7 roadmaps of which we can not calculate how many projects we have, what status they are in, the departments. I created a Master project list column thinking that if we check it off , all the info could fall onto the Master Project List sheet.

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Comments

Andrée Starå

Hi,

Yes, and it sounds to me like one part of the solution would work with a report instead.

I'd happily work with you and help you with setting up a solution.

There are a few different ways to do this, and I need some more information to see what would work best for your particular situation.

If you'd like we can book a time for a free discovery call. How does that sound?

Please e-mail me at andree@getdone.se and well take it from there.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Tkaraly123

That would be wonderful Andree! Do you have time available this afternoon? from 1:30-2:00?

I am PST time.

Thank you so much for your reply!

Tiffany

KWil

I am attempting to build the same output. I would love to know the outcome of this. Any assistance would be appreciated.

Andrée Starå

Hi @KWil

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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