High Level Project Report

Eleanor Rodwell

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

Andrée Starå

Hi Eleanor,

There are a few different ways to structure it.

1. Use Sheet Summary and Sheet Summary Report to collect everything
2. 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!

Andrée Starå

Happy to help!

Here's the syntax.

Calculate Key Project Metrics With Sheet Summary Formulas | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479976-calculate-key-project-metrics-with-sheet-summary-formulas

Automatically calculate budget summaries, aggregate project status and project health, and more by placing formulas in sheet summary fields.

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?

Andrée Starå

Hi Eleanor,

There are a few different ways to structure it.

1. Use Sheet Summary and Sheet Summary Report to collect everything
2. 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!

Andrée Starå

More info:

Sheet Summary | Smartsheet Learning Center

https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary

Sheet summary centralizes high-level information on your sheet.

Sheet Summary Reports | Smartsheet Learning Center

https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary-reports

Sheet summary reports aggregate sheet summary fields across multiple sheets.

https://help.smartsheet.com/articles/861579-cell-linking

https://help.smartsheet.com/learning-track/smartsheet-advanced/cross-sheet-formulas

Eleanor Rodwell

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

Andrée Starå

Happy to help!

Here's the syntax.

https://help.smartsheet.com/articles/2479976-calculate-key-project-metrics-with-sheet-summary-formulas

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?

Andrée Starå

To add: There's no dumb questions! 😉

Eleanor Rodwell

Oh that is perfect, I understand it now! Thank you so much! 😀

Andrée Starå

Excellent!

Happy to help!