What the best way to manage 8,000 Projects in Smartsheet

JScot
JScot ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I am new to Smartsheet and not sure how or if the program can help...I have project where I am rolling out a new program to 8,000+ locations and looking for way to leverage Smartsheet to manage. I know there is a 5K row so not sure how to proceed. Most threads talk about pulling rows out once complete but my project is a 60 day program start to finish. We have tried SharePoint but Smartsheet is more user friendly and was hoping it could work to manage the rollout.

Any guidance is greatly appreciated.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 07/25/18

    Hi,

    The best setup greatly depends on your specific needs and how your projects are configured. One way would be to split the projects in some way (area, pm, product) and then get an overview with a report. 

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée's suggestion of segmenting the projects into smaller groups is a good one. 

    Another possible path is to also think about how roll-up sheets and dashboards could help you manage the overall.  I'm unsure what your needs are in terms of managing this set of rollouts and the level of detail you require, but it could be handy.

    We're using this with a detailed project sheet for each implementation that covers the specific steps, task assignments, etc.  Those then roll up to a summary sheet that brings each group of projects into focus.  We also use a metrics sheet to feed a dashboard.

    Good luck!

  • JScot
    JScot ✭✭✭✭✭✭

    Thank you! I am interested in the utilizing the system to do roll-ups and dashboards so I can have one executive summary/reporting on the status. Are there any resources to explain how this is done?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Happy to help!

    The solution center is a great starting point, and you can come a long way with the different template sets. 

    Would that work for you?

    Best,

    Andrée Starå - Workflow Consultant @ Get Done

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Can you point me in the right direction for this? I don't believe it was ever shared.

     

    Thanks!

    Jamie

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jamie,

    Of course. Here are some great starting points.

    Templates: Create Your Own or Use One from the Solution Center

    Solution Jump-start: Project Tracking and Rollup

    I hope this helps you!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.