Multiple Projects into one Summary
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
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Hi,
If you don't want to link to another sheet, I would total the metrics on each sheet.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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