Program-Level Reporting


I have several several project plans from various Project Managers, each handling a different part of the whole program.

I want to extract the level 1&2 ancestors (Whole line) into a another sheet where I will be keeping these extracts from all of the Project Plans.

How can I do this?

Thx in advance.


  • If you have an indicator column in each project plan, say a checkbox for level 1& 2 or ancestor, you can create a Report from all the project plan sheets and filter by that indicator column.

    Also, have you seen or tried the the Project Management Office template set from Smartsheet. This is a great set of tools to take project plans and roll-up views to the next level.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @ESQ

    I hope you're well and safe!

    • Have you explored using a Report instead?
    • You could use cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure to connect the sheets, and when you update the source sheet, it will reflect on the destination sheet.
    • Another option would be to use so-called helper sheets. In short, copy the row to a helper sheet and then use my method described previously to get the values you need to another helper sheet and then copy/move the row from that sheet to the main destination sheet.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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