Setting up a Program with multiple project
Hello! I am fairly new to SmartSheet and am looking for some advice on how to set up a program management sheet.
In short, I have multiple sites which have various tasks I need to track of. I would like to organize by site and task or at least be able to pull a report (or look at a dashboard) that will indicate what is happening at each site on any given day.
Any help would be greatly appreciated.
Thanks in advance.
Answers
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Hi,
It sounds to me that a report that that looks at the different sites would work. Cell linking is another option. I would need more information to be able to give you a more precise recommendation because it all depends on your specific needs.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi,
I am totally new, and curious about Smartsheet abilities. I had the same question as above about program dashboards. I.e., having the ability to create a dashboard or generate reports that integrate data from different projects when each project is managed by a different user from the same organization (i.e. project managers)
Many thanks,
Kamy
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As Andree mentioned, a report is your best option to collate data from across the organization, especially if the structure is uniform.
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I agree with both @Andrée Starå and @Lachlan Stead!
Here's a free webinar on Reports to help you get started: SmartStart: Reporting
I will note that you'll need to be on a Business or Enterprise plan in order to bring multiple sheets into one Report.
Cheers,
Genevieve
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