Renaming sheets with different versions and impact on reports/dashboards

Teresa Suranyi

Hello everyone. I am still transitioning our documentation over from our previous process to SmartSheet. In our current PM processes, our project artifacts (actions, risks, etc.) are all contained within a single Excel workbook as separate sheets. This workbook gets renamed each week so that we keep track (or in case someone accidentally deletes something), so "PROJECT NAME Playbook week of April 26 2021". I am planning to follow this same process, but most likely only for our action tracker given that it will be painful to update all the project artifacts every week. However, the action tracker has links to reports and a dashboard. By renaming it every week, will I have to update all my links in the reports and dashboard or will it automatically update these for me? Thanks!

Paul Newcome

I would suggest setting up a recurring back-up to receive a weekly email that will have a link to a zip folder with the sheet(s) as excel docs containing static data.

Teresa Suranyi

My only concern with the back-ups is the limitations, e.g. no Gantt charts + it doesn't backup reports and dashboards.