All Projects Overview/Scheduling

I am looking for suggestions and what other users utilize for an overview of all current projects within Smartsheet to prioritize and schedule. A summary report with a Gantt chart is just not sufficient enough to see how things are going within the business on all projects and the resources.

We need to be agile and prioritize projects based on the due date, resources capacity, total estimated hours per task/project, etc. so what is the best way for us to see this and adjust?

We do have 10,000 ft, however, that is not the most updated information as that doesn't automatically push updates of the completed tasks that were done by the resource.

Thank you for any help that can be provided.

-Ryan Henkel

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    I use a project charter for every project that contains the important info such as overall % complete, pertinent dates such as start date and due date, etc.


    I then use cell linking to link each of those charters to a rollup sheet. Now I have all of the important data from every project in one location where I can run various metrics and reports to keep track of everything.

    thinkspi.com

Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106941,"type":"question","name":"How to show data of previous working day?","excerpt":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday. =COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, TODAY(-1)) I'm…","snippet":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday.…","categoryID":321,"dateInserted":"2023-06-27T10:29:20+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:02:55+00:00","insertUserID":162184,"insertUser":{"userID":162184,"name":"Sachiko Kagami","title":"Customer Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/Sachiko%20Kagami","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:25:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3375730935,"url":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","format":"Rich","lastPost":{"discussionID":106941,"commentID":382502,"name":"Re: How to show data of previous working day?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382502#Comment_382502","dateInserted":"2023-06-27T12:02:55+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T11:47:48+00:00","dateAnswered":"2023-06-27T11:40:22+00:00","acceptedAnswers":[{"commentID":382497,"body":"

Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106910,"type":"question","name":"Paid for ProSupport but can't access it","excerpt":"I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6\/5, I emailed Daniel Tiner, the sales rep who completed the purchase for me. I have not received a response. This is very frustrating as I paid for the…","snippet":"I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6\/5, I…","categoryID":321,"dateInserted":"2023-06-26T17:57:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":160597,"lastUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":29,"score":null,"hot":3375617561,"url":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","format":"Rich","tagIDs":[207,281,446],"lastPost":{"discussionID":106910,"commentID":382447,"name":"Re: Paid for ProSupport but can't access it","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382447#Comment_382447","dateInserted":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T20:55:04+00:00","dateAnswered":"2023-06-26T20:54:56+00:00","acceptedAnswers":[{"commentID":382447,"body":"

@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5414,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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