How to overlay Team Vacation Planner into my Project Plan?

S Lim

Hi,

I have 2 separate spreadsheets, a Project Plan and a Team Vacation Planner. Is there anyway I can incorporate the Team Vacation Planner with all the team members holidays into the Project Plan without having to retype all the holiday dates into the project plan?

Plus, anytime the Team vacation planner changed, this would be updated and referenced in the Project Plan? it would be great esp in gannt chart view to see the project milestones and timeline against the team availabilities.

Thanks

Genevieve P.

Hi @S Lim

The way I would personally do this is to create a Row Report using the two sheets as the source for the Report. Then you can Sort the Report by Date, so the Team Vacation dates are spread among your Project Plan.

Reports are automatically updated as rows are updated/added to the underlying source sheets. Here's more information: Build a row report / Working with source sheets in reports / SmartStart: Reporting

Cheers,

Genevieve

Vivre Belle

Hi @Genevieve P.

This is an old post so hopefully you see this. I tried this but when I started filtering between the two sheets my data between the sheets would be hidden because the columns aren't 1 for 1. Is there an alternative option to achieve what @S Lim is trying to do?

Genevieve P.

Hi @Vivre Belle

You could copy the row data from one sheet into the other when it's added with a workflow, but then your rows won't be synced between sheet, and the column names/types would need to be the same to be filled in (like with a Report).

Another option would be to use formulas to bring data from one sheet into the other (see: https://help.smartsheet.com/articles/2482647-cross-sheet-formula-combinations )