Integrated/schedule roll-up

fm_Steve

Hello all.

So, I am new to the SmartSheet world and some help on building an integrated program portfolio view. I searched around the help and community, but did not totally find what I need.

I can create almost what I need. Here is the Excel (attached, could not embed) view of what I would like to create in SmartSheet.

I have a sheet for each project and can create a report or dashboard view but I cannot get all the details that are being requested.

Can anyone help?

 

Thanks,

Steve

 

Andrée Starå

Hi Steve

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (Share them too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

Following out of curiosity...

fm_Steve

Andrée 

Thanks for the reply. Well, maybe you know the drill, but i was not allowed to provide any details, company private etc etc etc.

Each project has a sheet, then  i created a report view but never found a way to create the view or a dashboard for my requirement.

Steve 

fm_Steve

Hello all,

Ok, maybe this will help (or not),

In the attached view, I am trying to have the sub-task milestones roll-up to the parent task line. This is easy to do in MS Project. The attached view was done in MS Project first then imported to SS.

Does SS support such an item? Any help would be appreciated. 

Thanks,

Steve 

Andrée Starå

Happy to help!

Can you upload an example on how it looks in MS Project?

Best,

Andrée

fm_Steve

No problem.

Here is what it looks like in MS Project. 

 

Thanks,

Steve 

 

Andrée Starå

Unfortunately, that's not possible in Smartsheet at the moment.

Please submit an Enhancement Request when you have a moment.

There's also a third-party solution that might be able to import and create something similar.

Would that help?

Best,

Andrée

fm_Steve

Andree,

Thanks for your help!

I will pass on the 3rd party solution. I will simply export from SS to MS Project.

Steve 

Andrée Starå

I'm always happy to help!

MS Project also works.

Have a fantastic weekend & Happy Holidays!

Best,

Andrée