The best way of making a master

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Hi there,

I am supervising approx 30 projects.

Right now I have a master sheet with all projects and milestones where I can indent and outdent the different projects.

I would like to make dashboards on each project progress. However, the dashboards can not be made correctly as the report roll up from the master sheet is not displaying the projects correctly.

So thought of making a project plan for each project instead, as the dashboards then functions well from the report roll up.

BUT then how do I make sure I still have a master to look at. Cell linking do seem a little over the top. I have tried with a summary report of a few test project plans, but It is not possible to show the collums in the same format as in the individual sheets.

What would be the best solution?

I appreciate any suggestions.

Thanks

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 12/08/20
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    Hi @Lise Maria Svanholm

    I'd recommend creating something like this.

    • Intake process where all projects are collected
    • Individual project template structure with Project sheet, reports, metrics, dashboards, and more

    For each new project, you would make a copy of the template, and it can be connected to the intake process with cross-sheet formulas or cell-linking, or a combination of both.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Lise Maria Svanholm
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    Thank you Andrée,

    I think I will make individual plans for all projects and just generate a master-report even though all tasks are equally shown (no indented) where I auto-highlight changes.

    Regards

    Lise

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    @Lise Maria Svanholm

    Excellent!

    You're more than welcome!

    To add. Even though the indentation won't show, you could add conditional formatting to separate the parents/children.


    Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
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    Good Idea Lise

    PMP Certified

    bassam.khalil2009@gmail.com

    ☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"