How do I link a new Smartsheet project plan with an existing dashboard and rollup reports
FWM2020
✭
- Started with project plan rollup template in its own workspace. Built out project plan. Customized dashboard. Everything working fine.
- Project plan was extensive and but changed significantly. I wanted to preserve the original project plan. I did a Save As New. I moved the original project plan sheet to a different workspace and renamed it. The new sheet is in the same workspace as the dashboard and other rollup reports.
- I manually changed the new sheet contents.
- The dashboard and rollup reports are still calling information from the original project plan sheet which I don't want to delete. Likewise I don't want to do all the double work of activating a new instance of the project rollup template, copying over the new project plan content, customizing the dashboard, etc.
So how do I point the original dashboard and rollup reports to the new project plan?
Thanks
Answers
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You would have to edit the dashboard and reports and manually update.
The other option would be to save all originals into a folder. Save the folder as new. Then update the new Project Plan. When you save the folder as new, you will have the option of the dashboard and reports pointing at the new sheet.
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