Dashboard vs Master Calendar vs Sights ?

JulieL

Hi

Trying to step away from excel, I am fairly new at using smartsheet and am looking for the best way to view simultaneously multiple sheet to better manage the deadlines of our projects. Being an expeditor, dates are the driving factor to help me guide the multi-disciplinary teams.

Since we have multiple deadlines through each project,  conception, drafting, manufacturing, assembly and delivery (adding a few invoicing stages to that) I am looking for the best tool to help me manage the multiple projects schedules. 

Browsing the different comments on Dashboard Gantt/calendar or Master Calendar and event Sights, each have features suitable but seem complicated/lengthy to set up and update from a beginners point of view.

As we have approx 10 project/sheets running at a time with 40 or so steps to follow (assigned to individuals), before linking 400+ cells, which tool do you suggest would be more suitable to have a quick (or detailed) overview of the projects deadlines by date/action/team member?

Thank you in advance for your guidance.

Julie

Andrée Starå

Hi Julie,

I'd recommend first to see if a report would be sufficient for your need.

Let me know if I can help in any way!

Hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

JulieL

HI Andrée,

From what I have read of reports, they would be linked by 'assigned to' yet I need the view to be by action and by dates, not only by team member. 

Unless I am mistaken and a Master report sheet can be created to combine all sheets, all actions in one calendar view.  I will read further on the subject. 

thank you for the lead.

Julie

Andrée Starå

Happy to help!

The report doesn't need a criterion of assigned to. It's very flexible.

A report can be set up to look at the action, due dates and team member combined.

Best,

Andrée

JulieL

Andrée, I have a quick question...once the report criteria are saved and the report is run once, will it need to be re-run everyday/multiple times a day to view updates or is it 'live' ?

TKS

Julie

Andrée Starå

When you open the report, it will update and show the current information.

Best,

Andrée

 

JulieL

got it

TKS

Julie

Andrée Starå

I'm always happy to help!

Let me know if you have any more questions or if I can help with anything else!

Best,

Andrée