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Consolidated project sheet view

DanS
DanS ✭✭✭
edited 12/09/19 in Archived 2016 Posts

Hi, 

 

I have several of my staff assigned to different projects. Is there a tool that can generate a project sheet which will show a consolidated view of all tasks from all projects for all my staff?

Comments

  • The best way is to creat a global Gantt chart smartsheet sheet that will reference the name, status and even completion % of each proejct (1 proejct per row) in a global overview or milestone plan.

     

    You can achieve this quite easily by using the cell link technique located in your left tool bar.

     

    You just need to make sure you have access to each new project plan (create an admin group)  created. 

     

    We do that successfully for many department and works fine. You then got an automatically updated Global Gantt Chart of all proejct for a given dep/function Group that you can share with your management for instance.

    Hope this helps

     

  • Yves V
    Yves V
    edited 03/16/16

    Alternatively you can use Resource View (assuming your smartsheet admin has create a group of users with all your staff, that the people using your staff use their username to assignt he task, etc...) but then you will only see the name of the project I guess.

     

  • Another vote for reports!

     

    Yves is correct, in that you can use cell linking to link over a user's tasks from multiple sheets to a single sheet but you would need to manually do this for each task.

     

    With reports you say, show me all the tasks assigned to my staff across all my sheets, and the report will automatically pull all this in and will update the report each time you open it to include any new tasks that were added to your sheets. Reports also support Gantt charts if you would like to use them. 

  • DanS
    DanS ✭✭✭

    I have tried the reports, looks like the way to go Smile

    Cell linking looks promising for other applications, too!

     

    Thanks for your help!

  • DanS
    DanS ✭✭✭

    I discovered that using resource views also serve my requirements, provided each project sheet to be included in the view has its Resource Management option enabled.

  • I've found the report that will show me all my tasks from the sheets I select - but I need a way to select my tasks from *every single sheet* - I have a lot of sheets and create them frequently, and don't want to have to manually enter new sheets to my report.  So, is there a way to add tasks from all sheets by default?

  • Configure the report to include the whole Folder / Workspace where you store your sheets. Any new sheet will be automatically added to the report.

This discussion has been closed.