multiple projects w/ multiple dates

sgowani · 02/25/19

i am trying to figure out the best way to put several projects with multiple due dates in the grid view. for example one project would have all the below due dates, and then we have several projects that we would like to see in the calendar view :

project: Week 44 mailer

Creative Concept Kick Off

Concept Review 1

Concept Review 2

Concepts to Product Mkting

Style Out/Walk through sign off

Shot List

Turn In Meeting

Standard Samples Due

Speed Samples Due

Updated Layouts Due

Casting Review & Sign-Off

Production deck Due/Review

Final Pre-Pro Meeting

Photo Shoot

Processed Files Due

Art Director Selects Due

Mark ups completed

First Rounds Completed

Final Retouching Completed

Final File

Creative Release

Bluelines / SubmitShip to Printer

Screen Shot 2019-02-25 at 9.44.37 AM.png

Michael Kingsbury · 02/25/19

I would take a look under the Smartsheet Solution center at the template called Project Launch Intake.

I would look into using parent and children to breakdown each one of your projects. Each project would be the parent.

https://app.smartsheet.com/b/publish?EQBCT=210f932f4119409ca23db1ecd57a08a5

I used that template and deleted the data within. Also I changed the view to Grid.

Let me know what you think!

Michael

sgowani · 02/25/19

Hi Michael -

looks good so far - but can you walk me through adding a new parent and children? am i limited to how many parents and children i can add?

Thanks!

Andrée Starå · 02/26/19

Hi,

There aren't any limitations on how many parents and children you can have as far as the total rows don't exceed 5000.

When you add rows the automatically becomes children. There are two main ways to create parents.

Using the toolbar. Select the rows or cells in those rows that you want the child row above to become a parent of and click the button in the toolbar.
Using keyboard shortcuts. Select the rows or cells in those rows you want the child row above to become a parent of and use the keyboard shortcut.

https://help.smartsheet.com/articles/504734-hierarchy-indenting-outdenting-rows

https://help.smartsheet.com/learning-track/get-started/rows-and-hierarchy

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Robert Poddar · 02/26/19

Hi,

I have been using a method to get the information for each project plan, into a consolidated plan (Grid view) by using the Cell linking option. Every line that you mentioned above are entered as a milestone in the respective project plan.

I create plan and name it "Consolidated Plan" or "Program" and now use the Cell Linking feature and bring all the milestones that i would like to track. I do this for all the project plans.

The advantage is that, any change in the parent plan, will automatically reflect in the Consolidated Plan. In the Consolidated Plan, i use the Traffic lights, to denote the status of each milestone and i share this plan with all the key stakeholders. It gives them an overview on the health of each project and the program as a whole.

Hope this helps..

thanks

Robert.

Michael Kingsbury · 02/26/19

Robert,

Another direction that I use is having a hidden column (checkbox) named Summary. That has everything rolled up to it.

Then I will create a report with all the workplaces that have projects in them. Then that will show all projects summary in one place.(great report for upper management and dashboards).

Michael

Michael Kingsbury · 02/26/19

Thanks Andre for the assist!

Andrée Starå · 02/26/19

Happy to help/assist!

Best,

Andrée

multiple projects w/ multiple dates

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