Transfer existing project plan in Smartsheet into the Project Roll-up Template Set

Sara Rahman

how do I transfer my existing project plan in smartsheet into the project roll-up template set to enable dashboards/reports?

Andrée Starå

Hi Sara,

It depends on your sheet structure.

One way could be to copy and paste. Another could be to copy the rows.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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