SMARTSHEET Demo: How to Combine Multiple Project Sheets into a PROGRAM/ PMO Report

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  • čas přidán 30. 07. 2024
  • Combining projects is a finicky affair in SMARTSHEET BUT it can be done very easily. There some rules to follow though!
    How to combine 20+ projects into one report in SMARTSHEET
    Combining multiple projects into a single report in Smartsheet may seem like a daunting task, especially when dealing with 20 or more projects. However, with the right approach and following a few key rules, it can be done with ease.
    First, it's important to have a clear understanding of the structure of each individual project. This includes the project's timeline, key milestones, and the tasks required to achieve those milestones. By having a detailed understanding of each project, you can then begin to identify commonalities between them and determine how they can be combined into a single report.
    Next, you will need to create a master sheet that will serve as the hub for all of the individual projects. This sheet should include all of the necessary columns, such as project name, start and end dates, task descriptions, owners, and status.
    Once the master sheet has been created, you can then begin to import data from each individual project into the appropriate columns on the master sheet. This can be done manually by copying and pasting data from each project, or it can be automated using Smartsheet's data integration tools.
    It's important to keep in mind that when combining multiple projects into a single report, it's essential to maintain consistency in the way that data is presented. This includes using the same formatting for dates and status indicators, and ensuring that task descriptions are clear and concise.
    In addition, it's important to regularly update the master sheet to reflect any changes in the individual projects. This can be done manually or through automation, depending on the complexity of the projects.
    As John C. Maxwell once said, "Teamwork makes the dream work." Combining multiple projects into a single report can be a daunting task, but with a clear understanding of each project's structure, a well-designed master sheet, and a commitment to maintaining consistency and regular updates, it can be done with ease in Smartsheet for the team's betterment. So, let's get to work and turn those individual projects into one cohesive report!
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Komentáře • 4

  • @bethcrawford8563
    @bethcrawford8563 Před rokem +2

    Are you able to add the parent rows to the report? I need to show how the tasks (children) connect to the parents.

    • @Praizion
      @Praizion  Před rokem

      I believe you can add any level of detail you desire to the report. You just need to configure it to do so.

  • @user-pl4zj8bz9v
    @user-pl4zj8bz9v Před 2 lety +1

    Hi , I would like to have your book ,immersion book .pls I would like to know how to pay the fees

    • @Praizion
      @Praizion  Před 2 lety

      Hi There! You can get it via our site at www.praizion.com. Scroll down to the bottom.
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      Cheers!