List of PM's with Active projects

I need a list with the following criteria, that I will add to my dashboards. This data would be pulled from my Intake Sheet.

List of all Project Managers that have In Progress Projects and provide a count of the number of projects they have.

I need to be able to add this to my toolkit so I can provision it from Control Center.

Can someone assist me?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @JKremer

    I hope you're well and safe!

    Have you explored using a Report?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    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, Awesome, 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.

  • JKremer
    JKremer ✭✭✭✭

    Hi Andree

    A report will not work because what I want is to add this list to a text The list should like the attached, which is a pivot view. The formula should return the number of in progress projects by PM for a specific Portfolio. Then I can calculate the percentage each PM has of the overall pie.

    Basically it would help our viewers to know who the key contacts are for a Portfolio and how much of the pie they own.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!