Master Roll-Up for multiple project sheets

edited 12/09/19 in Using Smartsheet
10/18/18 Edited 12/09/19

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.

Comments

  • Andrée StaråAndrée 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

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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.

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