Multiple Projects into one Summary

J_Legates
J_Legates ✭✭
edited 12/09/19 in Smartsheet Basics

Hi all, 

I am trying to set up a workspace to help manage multiple clients via projects.  I have set up a template set for each project that includes plan, dashboard, key reports.  My next step is trying to to roll up each project sheet into one summary for management.    I was able to add a checkbox to each template so I can get a consolidated report from multiple sheets, however I am having trouble grouping them (ie, I want to know total 'Not Started' for each individual project).  Is there an easy way to do this? I am trying not to link cells, since each client will have a new project template set.  

Any help is greatly appreciated! 

 

Comments