Best practice question

kolfinnakolfinna ✭✭✭✭✭
edited 12/09/19 in Using Smartsheet
07/23/19 Edited 12/09/19


I'm new to Smartsheet as of this week and am getting the hang of things, so please bear with me:

What I have:

  • Large datacenter project involving nine teams
    • technology inventory for each team
    • Risk Register report
    • Migration scheduling report
    • Dashboard for project health specific to their team

What I want to do:

  • Roll up each team's inventory into a master project file dynamically
    • I started with a report, but can't seem to get predecessors working the way I'd like -- maybe I need to re-do the inventory as a project instead of a grid sheet?
    • One of my requirements is to sequence the migration end-to-end; I feel like a project would work really well here as we document upstream/downstream dependencies in each team's inventory
  • Roll up each team's risk assessment/mitigation plan into a master sheet
    • Seems straightforward enough; at least, moreso than the migration plan. Somehow.
  • Ensure all rolled up information is also consumable for metrics on the program dashboard.

What's the best way to consolidate only necessary items from inventory sheets into a working project file cross-division? The inventory list for each team has some 50+ columns as it's tracking a lot of additional information that will be useful for other teams (e.g., which applications connect to what databases), but most of that I don't need for either the risk register nor the sequencing order.




  • Paul NewcomePaul Newcome ✭✭✭✭✭

    You have a few different options. You could either pull reports that look at the sheets for each team, or you can rebuild so that you have a master of sorts and then pull reports based on team.


    So basically you could either pull one report for a bunch of sheets (which is what it sounds like you are set up to do), or you can pull a bunch of reports from one master sheet. 


    The hard part in the way it sounds like your current setup flows is going to be pulling metrics for an overall view because you can't reference a report in cross sheet references.

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