I'm a SmartSheet noob investigating whether it's possible to recreate in SmartSheet what we've done in Airtable. I'm pretty sure SmartSheet can do what we need, I'm just unclear on how to adapt the flexibility of Airtable to fit SmartSheet's more typical enterprise app structure.
Questions:
- Does SmartSheet have a concept of a project beneficiary or client? Not a person or user, but something like a dept. Or would this be handled with dropdown columns? I think the answer is 'no', which brings me to...
- Is there a way to centrally manage dropdown column values? I get that you can update the values in a template, but those updates would only apply to a new project, not an ongoing one, right? Besides client, our use case includes tagging projects or tasks with custom attributes (e.g. data source, data type).
- Do I have to create a custom report to rollup multiple projects in a manner similar to Project Tracking and Rollup template set? Or is there an equivalent template or can that individual project rollup be modified?
- Similar question as above, but for creating pivot view by custom attribute, then project, then task.
- Are there any 'feature gotchas' or upsell hoops I'll need to deal with to do any of the above? SmartSheet plan tiers seem to be tricky.
Many thanks in advance if you can point me in the right direction on any of above, as well as help me avoid painting myself into a corner, project structure-wise!
