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Master Smartsheet for all of our Teams Projects

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Alex Butson
edited 12/09/19 in Archived 2016 Posts

We have around 25+ active projects with Smartsheets on our Project Management team at any given time. Has anyone created a template for a master template for your team's portfolio of projects. Any tips or tricks?

 

 

Comments

  • Brett Evans
    Brett Evans ✭✭✭✭✭✭
    edited 07/18/16
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    One tip:

     

    In your master template include all the coulmns you might need - even if every project doesnt use them.  Hide the ones you arent using.  If they are needed later as reporting needs/project complexity changes it is easier ot unhide them than copy things over.

  • I didn't make a master sheet, but created a Portfolio Report with Gantt..  In that way all the changes in the active projects are real time updated in the Portfolio Report. The only thing missing so far is that I want to see the different milestones in the Gantt chart...  

  • Robert Poddar
    Robert Poddar ✭✭
    edited 07/19/16
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    Hi Ruben, 

    Could you please help to share, how you created a Portfolio Report? I thought the "master plan" feature is part of the iSight feature. If it can be done without the iSight, i'd like to try it out. 

     

    thanks 

    Robert

This discussion has been closed.