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Best practices; optimum template design for pulling/pushing distilled info from a sheet

Robert NAMI
edited 12/09/19 in Archived 2016 Posts

Typical project management templates are not designed to easily get a distilled summary of important points.  I am wondering if these is a template out there that would allow for easily pushing out or pulling from a sheet the following.  If this info is in form of a symbol (Harvey Ball symbols for example) instead of numbers it would even be better.


I understand sites can be used for this.  However, if info on template is not in appropriate format use of sights will not make a difference.


1.      1) Is project on schedule?

2.     2) If not on schedule, how late and what is/are 1, 2 or 3 key bottle necks?

3.     3) What is plan to remove bottle neck

4.    4)   If bottle neck(s) is/are removed, will project get back on schedule or completion date needs revision?

AnAll pertinent inputs appreciated.



  • Mattisphere
    Mattisphere ✭✭✭✭✭

    You could try the Project Portfolio Rollup solution at https://www.smartsheet.com/pm-solutions/project-portfolio-rollup. There is a "Path to Green" status and you could use a formula on the At Risk? field to turn the flag on based on the scheduled due date for that task if it has past or is nearing and the row is not 100% complete. Then you could use the included Portfolio Risk Tracker to see the flagged items and the "Path to Green" field for that row. I think that is the easiest of the solutions to use based on what you're looking for.

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