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Start date & End date in resource allocation underlying report from analytics in Resource management
Hi team, As earlier I already posted and shared the idea for large and mid cap organizations to help th data regarding resource allocation start date and end date. As of now if you will generate underlying data from resource management you will get most of the data, project name client, scheduled hours etc but, in Resource…
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Will anything in Control Center break if I add child items to a parent?
I have set up our Control Center to provision initiatives. We assign a unique ID to each initiative that is used for time tracking in our PSA system. However, about 5% of our initiatives need to have more detailed time tracking codes but the time will roll up into the overall initiative. Here's an example (where the unique…
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SUMIF(S), AND, IF, Checkbox formula functions
Hi brainstrust, I am trying to build a resource conflict formula(s) that deliver the end results of: If a project row has overlapping dates AND has the same resource type(s) selected (different columns with check boxes) as the date-conflict project rows, return a "conflict" result. AND If a project has a resource type(s)…
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Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
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How can I make a graph from a report in the Portfolio level?
It appears that I can only make a graph of the whole report instead of only one column. Is this possible to do? If not, do I need to make a sheet of the data of every single column of the portfolio? For example: I need a graph of the column "Responsible area" of the portfolio, to get the data of how many projects has each…
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How to set up a Card View of tasks for one team member at the portfolio level
I'm trying to set up a kanban board for my team members so they know what work they have across multiple projects. How do I do that?
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Creating a Portfolio Dashboard with existing workspaces
I need help creating a specific Portfolio Dashboard that collects information from workspaces for projects that already exist. I don't want to change our current reporting but be able to have a separate dashboard that reports on these specific projects, drawing in risks, RAG status etc from their current workspaces. Has…
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Blueprint - Update a sheet summary column for all projects
Hi, I am using blueprint to manage over 600+ projects. It has come to my attention that the working team wants to add 10 new data points. What I have been doing is adding those 10 new data points in a "Site detail & metric" sheet for each project, then going into the blueprint to add the new columns. I know it won't…
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SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
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Portfolio Dashboard - best way to showcase multiple phases within each project
Hello Community, We have multiple projects that are in not just ONE phase but have overlapping of phases within a project. We are trying to find a way to be able to display this in a visual representation? Not sure if we would filter out the full list of phases and only show key milestone phases? this is for development of…
