Master Roll-Up for multiple project sheets

dmillsaps

I am reviewing the Construction and Facilities Management template set provided by Smartsheet.  I only have a Team account for now.

The template comes with 2 sheets for Projects.  In the Master Roll-Up sheet, you can see the formulas used to pull the info from the 2 Project sheets.  

Question:  Do I have to manually update the formulas in the Master Roll-Up sheet everytime I add or remove a sheet for a project, or should the Master Roll-Up sheet update its formulas automatically?

My primary interest in this template is to see how to roll-up multiple project sheets.  If we have 50 active projects, each with its own sheet, I need the master roll-up capability... but I don't want to edit the formulas in the master roll-up each time a project sheet is added or archived.

Andrée Starå

Hi,

Yes, you would have to update the formulas. You could maybe use reports instead. Depending on your specific use case that could work, or there might be a better solution.

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Pete Bennett

A teammate of mine gave me the idea (which again, should not be needed) of creating a band-aid using an automated workflow - such as telling the underlying Sheet to lock and then unlock a row, daily at say 3am. I am going to try this.