Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Recommended Master Project Document?
Is there a recommended method for tracking multiple projects? A master sheet or doc that shows the status or project of multiple projects? We've done some basic sheet linking but there was no status update and it was fairly manual. It would be great if there was a way to create a line item in the master project document which then automatically create a new linked project spreadsheet (from a template).
Any suggestions or thoughts are appreciated!
Joe LaPara
Comments
-
I think you are talking about the use of reports. Something I am looking into for the same reason.
-
Hi Joseph and Andrew! Check out the Project Portfolio Rollup solution. It should help you manage different projects, and roll up that data into master reports. You could even customize it to include individual employee reports to ensure they arn't double booked and have full schedules.
If you need more information, please email Solutions@Smartsheet.com and they can get you information on additional getting started resources.
-
Joseph and Andrew,
Also, there is a new feature coming for a dashboard, either project or mulltiple projects.
Here's a recent thread, and it references other older ones and includes commentary from the developer.
https://community.smartsheet.com/discussion/dashboard-views
Craig
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.6K Get Help
- 403 Global Discussions
- 215 Industry Talk
- 455 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 56 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 296 Events
- 36 Webinars
- 7.3K Forum Archives