The workaround is tedious. I had to add a helper column to every single plan that links to the PM (Assignee) field from the Project Summary Sheet. Then I had to create a report that sorts by that new column and uses the "current user" filter. That then feeds the Dashboard. With a system this mature, the process should be more intuitive.

Introduce a new roadmap visualisation within Smartsheet that allows multiple tasks or phases belonging to the same project to be displayed on a single row. This would provide a true portfolio-level roadmap view similar to those available in dedicated roadmap products, whilst retaining Smartsheet as the system of record.

Current challenge

Smartsheet's existing Gantt and Timeline views are task-centric. Whilst excellent for project execution and detailed planning, they are less effective for portfolio-level communication where stakeholders need to understand how projects progress through key phases over time.

Today, projects are commonly structured as:

• Project A
  • Design
  • Development
  • Testing
  • Launch

In Gantt View, each phase appears on a separate row. In Timeline View, tasks are also displayed independently. This makes it difficult to create executive-level roadmaps where projects occupy a single visual lane and multiple phases are displayed sequentially across a timeline.

As a result, many customers export Smartsheet data into Power BI or similar tools purely to create roadmap visualisations.

Proposed Solution

Introduce a new Roadmap View that:

• Displays one row per project.
• Allows multiple date ranges to be rendered on the same row.
• Supports colour-coded project phases.
• Supports milestone markers.
• Supports grouping and filtering.
• Supports programme and portfolio roll-ups.
• Maintains a live link to underlying task data.

Key Capabilities

Multi-Bar Rows

Allow multiple bars to be displayed on a single project row, each mapped to different date fields.

Milestone Support

Display milestone icons alongside phase bars.

Dynamic Phase Mapping

Allow users to select:

• Start date column
• End date column
• Colour
• Label

for each roadmap phase.

Portfolio Filtering

Support filtering by:

• Client
• Programme
• Project Manager
• Region
• Status
• Custom fields

Dashboard Integration

Allow Roadmap Views to be embedded directly within Smartsheet Dashboards.

Hierarchy Grouping

Allow projects to be grouped under programmes, portfolios or business units whilst maintaining a concise roadmap view.

Why This Is a Strong Candidate for Enhancement

Timeline View already contains much of the underlying functionality required.

The enhancement is not the creation of an entirely new module, but rather the ability to render multiple date ranges against a single record or row.

From a user perspective, this feels like a natural evolution of Timeline View rather than a completely new product area. The underlying project data already exists within Smartsheet; customers simply need an alternative visualisation optimised for portfolio reporting.

Business Value

Executive Reporting

Provides an executive-friendly portfolio roadmap without requiring external tools.

Reduced Tool Sprawl

Many customers currently export Smartsheet data into Power BI or roadmap-specific products purely for visualisation. This feature would eliminate a common reason for leaving the platform.

Increased Stakeholder Adoption

Executives, PMOs and clients typically want roadmap views rather than detailed task schedules. Providing both within Smartsheet would improve adoption across a wider audience.

Improved Dashboards

Roadmaps are one of the most common artefacts presented in steering groups, governance forums and client reviews. Native support would significantly strengthen Smartsheet Dashboard use.

Competitive Positioning

Brings Smartsheet closer to roadmap capabilities offered by competitors e.g.

• Monday.com Portfolio Views
• Microsoft Project Roadmap

whilst retaining Smartsheet's flexibility and work management strengths.

Example Use Cases

• Programme roadmaps
• Product launch planning
• Construction project portfolios
• PMO reporting
• Agency campaign planning
• Transformation programme governance
• Client-facing delivery roadmaps

Success Criteria

• Projects displayed as a single lane with multiple phases.
• Multiple date ranges displayed on the same row.
• Milestone support.
• Dashboard embeddable.
• Fully filterable and reportable.
• No requirement for duplicate project data.
• Live connection to underlying schedules and task updates.

What have others done that has worked? Does this sound like a reasonable suggestion?

1. I want to be able to filter to see what activities are happening in a given quarter. To do this I created a column that shows what quarter a task starts and another column that shows what quarter a task ends. The problem is if I filter to show, for example, Q3 2026 and a task starts in Q2 2026 and ends in Q4 2026, it won't show up in my filtered Gantt.
2. I want to create a stacked horizontal bar for each project to show what phase the project is in. I am able to do this with a phase task, but that creates multiple rows for each project that are stacked above each other. Is there a way to create a stacked horizontal bar chart type view within my report?

Not sure if I'm describing this well, but any help or direction anybody can provide would be greatly appreciated.