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

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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.

Best Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
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    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!

    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.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
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    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

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    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!

    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.

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓
    Options

    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