High Level Project Report
Hi Everyone,
I'm looking at creating a high level/overview report for around 10 ongoing projects which are all on their own Grids in Different work spaces with what stage they are at, who is assigned to the project and the date they are due to be complete.
Can anyone recommend how I can do this, as I am very new to Smartsheets!
Thanks,
Ellie
Best Answers
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Hi Eleanor,
There are a few different ways to structure it.
- Use Sheet Summary and Sheet Summary Report to collect everything
- Use a section in each sheet for the metrics and either cell-linking/cross-sheet formulas that to a so-called Master Metric Sheet
Would any of those methods work/help?
I hope that helps!
Have a fantastic weekend & Happy Holidays!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Happy to help!
Here's the syntax.
If all sheets look the same you can set up a template Sheet Summary and then copy that to all the other sheets.
When you create the Sheet Summary Report it will show the fields from the Sheet Summary.
Make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Hi Eleanor,
There are a few different ways to structure it.
- Use Sheet Summary and Sheet Summary Report to collect everything
- Use a section in each sheet for the metrics and either cell-linking/cross-sheet formulas that to a so-called Master Metric Sheet
Would any of those methods work/help?
I hope that helps!
Have a fantastic weekend & Happy Holidays!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
More info:
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Andree,
This was very helpful thank you, but I am struggling to initially set up a Sheet Summary, as I can't link it to specific cells (or I cannot work out how to).
Is there any way that I can have a report that will automatically update according to the original sheets? Sorry if this sound dumb!
Thanks,
Ellie
-
Happy to help!
Here's the syntax.
If all sheets look the same you can set up a template Sheet Summary and then copy that to all the other sheets.
When you create the Sheet Summary Report it will show the fields from the Sheet Summary.
Make sense?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
To add: There's no dumb questions! 😉
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Oh that is perfect, I understand it now! Thank you so much! 😀
-
Excellent!
Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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