Using Project Management Templates

Shawn Borror

I'm using the PM templates and the templates utilize a section in the project plan that is called Project Information. It's handy b/c you can use this non-task related information in dashboards. What my issue is w/in the Finance section under Project Info - there is budgets and actuals. I am trying to utilize the children function to pull budget/actuals from multiple project plans and the Children function works for one column but not both.

Shawn Borror

I got it working...not sure how but it's totally now for both actuals and budgets. Thanks~

Schiff A.

Hi @Shawn Borror ,

In order to help troubleshoot can you reply with the full formulas you're using in each column and add a screenshot that includes more of the sheet (at least the primary column).

Thanks!

Schiff

Solution Implementation Manager

Smartsheet

Shawn Borror

I got it working...not sure how but it's totally now for both actuals and budgets. Thanks~