Can two different blueprints use the same intake and summary sheets

Mary_A

We have two different types of projects -- the basic information is the same but the set of sheets/reports/dashboards are different between the two. I'd like to set up two separate blueprints but use the same intake and summary sheet for both.

Is there a problem with doing this type of architecture?

KryF

Hi, it is possible. You can refer to this template. Project Management Office template. I think this is the concept you are looking at.

https://app.smartsheet.com/b/publish?EQBCT=8c1ace8ce2d14472a986005d454626d8

Our team is currently using this where they have one part intake sheet (metadata) to take in the same information, sort of like a master copy. And then we have this individual sheets referring to separate blueprints.

Hope this helps.

Mary_A

Hi @KryF the example only shows a single blueprint. So, not quite a match. I'm going to go ahead and run a test on my end. Just to be clear, the only thing that is shared are the red bits -- the intake and the summary sheet.

Matt Stewart

https://community.smartsheet.com/discussion/comment/304325#Comment_304325

Hey @Mary_A did you get an answer or test this yourself? I am trying to maximize my rollups for better analysis. My setup would be a shared intake sheet using "different" blueprints (actually the blueprints will be identical), so that i can use 1 common/shared summary sheet for basic metrics, as well as more specific summary sheets for more granular "per category" metrics. This way i can fit more projects within a summary sheet before hitting max 100K inbound cell limit.

Mary_A

Hi @Matt Stewart

Never got a reply. However, I did set it up and test it myself. Doesn't appear to cause any issues. We don't have a lot of the type B projects say less than 2%of the Project A. Don't know if you'd see issues with more.

Brian555

Hi @Mary_A,

I'm trying to do the same thing. One question-- did your blueprints use any dynamic reports? If so, were there any issues having multiple blueprints going to the same dynamic reports?

Thanks

Mary_A

@Brian555 In our case, one blueprint used dynamic reports, and the other did not. The sharing intake and summary didn't seem to impact the one that used it.

• Blueprint A, had a A1 sheet against which a dynamic report was run.
• Blueprint B, did not have sheet A1 and no dynamic reports.

Brian555

Thanks @Mary_A !