Using forms to input variable length records

Nyasha

I'm still new to Smartsheet (started using it from April this year! 😊)

I need some ideas on how best to implement the following status reporting process for a program comprising 5 projects. You can inbox me directly on nyasha.mukura@qualico.com.

We’re currently executing a Program comprising 5 projects. I’d like to set up a Status reporting process as follows:

1. For each project, for each reporting period capture the information in the table below using forms.
2. For a risk, there could be several steps in the action or mitigation plan
3. Could you advise on how to set up the Sheet/s and forms?
4. I also need advice on how to compile a composite report made up of data from the individual projects e.g. Summary of Risks and Issues.

PLANNED FOR THIS PERIOD

PROGRESS THIS PERIOD

PLANNED FOR NEXT PERIOD

RISKS & ISSUES

Item Type (R/I) Owner Action Plan

          

 

 

 

Andrée Starå

Hi @Nyasha

I hope you're well and safe!

To start. Have you explored using Update Requests instead?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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