Multiple Projects- Dashboard to track on time delivery
I manage multiple projects, about 20, each with their own project plan sheet. I'd like a report or dashboard that shows me across all the project sheets how I am tracking based on a due date. As shown in the attached project example, I always have a last task which is Project Complete. I'd like to make sure that the Project complete date is on or before a final due date. In the case below I tried to use the Due this Week column to add a due date. But I want to track this across multiple sheets and be able to see it all on one report or dashboard.
One thought would be to see the Project name with Due Date, Expected Project Complete date, and if the project completion is after, the cell or text turns red.
Thanks for the help!
Kim
Best Answer
-
My first thought is to add all of your project plans to a report and add the "What" condition to look at the "Due This Week" column and look for some type of indicator. If you turn that column into a date, you would need to look at the "When" condition, but that could be used for a separate report that gave you a look ahead and project completions upcoming.
An example would be a report that looks at all of the Project Plans and returns the Sheet Name, Phase and Tasks, Start Date, and End Date based on the "What" condition being that "Due this week" is greater than "" (nothing). That should work.
Answers
-
My first thought is to add all of your project plans to a report and add the "What" condition to look at the "Due This Week" column and look for some type of indicator. If you turn that column into a date, you would need to look at the "When" condition, but that could be used for a separate report that gave you a look ahead and project completions upcoming.
An example would be a report that looks at all of the Project Plans and returns the Sheet Name, Phase and Tasks, Start Date, and End Date based on the "What" condition being that "Due this week" is greater than "" (nothing). That should work.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64.2K Get Help
- 419 Global Discussions
- 221 Industry Talk
- 461 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 142 Just for fun
- 58 Community Job Board
- 462 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 299 Events
- 38 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!