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!

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Comments

Andrée Starå

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

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