Project Tracking and Rollup - can't edit the plan sheet summary

Gayle Giguere

I downloaded the Template Set - Project Tracking and Rollup. I have moved the template set to a workspace and now I am trying to edit the Sheet Summary for the Project Plan. I am not able to edit the summary -- I only can view the summary. How do I change to edit the summary.

Andrée Starå

Hi @Gayle Giguere

I hope you're well and safe!

Strange

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Genevieve P.

Hi @Gayle Giguere

Is it possible this has to do with the type of plan that you're on?

The Sheet Summary is a feature available for Business and Enterprise plans (see: Define Your Work With Sheet Summary).

If you're on an Individual plan, you may want to create a separate "metric" sheet with cross-sheet formulas instead of using the Sheet Summary field. Let me know if this was the issue, or if you need help with those formulas!

Cheers,

Genevieve

Andrée Starå

Hi @Gayle Giguere

I hope you're well and safe!

Strange

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Genevieve P.

Hi @Gayle Giguere

Is it possible this has to do with the type of plan that you're on?

The Sheet Summary is a feature available for Business and Enterprise plans (see: Define Your Work With Sheet Summary).

If you're on an Individual plan, you may want to create a separate "metric" sheet with cross-sheet formulas instead of using the Sheet Summary field. Let me know if this was the issue, or if you need help with those formulas!

Cheers,

Genevieve