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
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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!
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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.
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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.
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