I have read many posts in regards to how to use Workspaces, but I am having trouble locating a list of pitfalls, and/or situations where Workspaces may not work, compared to our situation. Would you mind sharing your insights and experiences?
Due to the nature of the individual projects of "Client A", with time frames from 2 days to 2 months, we decided to keep all projects within a single, master sheet. Users updated an assigned Report, which they accessed from an assigned Dashboard. Once the project was in an "As-Built Completed" state, we then archive the project (Parent & Children) by moving it to another sheet (losing its formulas). We did not use a Workspace for the following reasons:
1. Carte blanche permissions
2. Creating a Workspace folder for each project would make the Home tab quite large
3. Based on #2, we prefer a simple centralization of information by providing a Drafter Dashboard for our Drafters, Engineering Dashboard for our Engineers, etc. From my understanding, linking from the Dashboard to the newly-added Workspaces would be a manual effort for each added project (providing a link).
Here's the driver for my question... We have a new client where projects will take 2 months to 1 year. Should we focus on Workspaces for these types of projects? If we do go to Workspaces for "Client B", then we would be asking our employees to find their work in two different locations (granted manipulating existing Reports may help with "some" of it).
Again, any insight you may provide would be most appreciated. Thank you.
