Bulk Update - add the automated Schedule Health to the summary section of the schedules

Hello

I need to add the automated 'Schedule Health' to the summary section of the Schedules (for all active projects) - see photo #1 below - and include a 'Schedule Health' column next to the 'Initiative Status' column in our Summary Sheet - see photo #2 below.

The purpose of doing this is that the 'Schedule Health' is automated in Smartsheet, instead the 'Initiative Status' is manually updated by the project leads, so by having the two columns next to each other, it'll give us a way to compare what's happening/should happen.

For context - we manage about 60 projects, and 20 of them are closed - so I need to be able to identify which projects to upload the Status Health for and for any future ones.

Thank you for your help

Rossella

Schedule - Summary Section

Summary Sheet - Initiative Status column (next to which I need to add the Status Health Column)

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Rossella

Correction - I need the Schedule Health for ALL projects, closed included. So the Summary Sheet needs to reflect the Schedule Health across the entire portfolio.

Andrée Starå

Hi @Rossella

I hope you're well and safe!

Have you explored using the Sheet Summary feature?

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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Rossella

Hi Andree

Could you elaborate please?

Thanks

Rossella

Hi Andree

I re-read your comment and I get it now.

I am very familiar with summary sheets, and reports.

What I am seeing to do is to 'add a column' to our Summary sheet (which is the one with the active/confirmed projects) to capture Schedule Health - which is automatically calculated in the Schedule, and which I need to add to the 'Summary section' of each/all Schedules - via bulk update I understand - in order for this to be captured appropriately in my Summary Sheet.

Any advice?

Thanks

Rossella

Hi Andreee

After further exploration, I think instead of ‘Bulk Update’ I need to do a ‘Global Update’, and instead of adding a section to the Summary Sheet I need to add a row in the ‘Metadata sheet’ so this can be added to the Summary Sheet.

If the thinking above is correct, could you please provide the necessary steps to run this update?

Thank you

Rossella

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