跟踪多个项目
I am new to all this so please go easy on me all :-)
Our client is a Director that manages two major programs. Within those programs there are several projects that she needs help managing. Each project is assigned to a particular team member.
I need advice on the best way to track these projects. Do I create a sheet for each and every project and then list the tasks for each project? Is there a way for the Director to see a summary report of each project?
Can anyone suggest another option that would be better or has done the option above and can share more insight.
Thank You.
Comments
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Andrée Starå ✭✭✭✭✭✭Hi,
My recommendation with the information provided.
To be able to give better advice I would need more detailed information.
Sheet for every project with the tasks.
Report for every project and also for all projects.
Dashboard with a summary of every project and other data like KPI and similar.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.
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Hi @Darla Brown<\/a> <\/p> I hope you're well and safe!<\/p> Has anything in the sheet changed? Any formulas in the cells? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":50,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-06-30T15:26:57+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":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":" Hi Dear Andrée Starå<\/strong><\/a><\/p> Thank you so much for your solution!<\/p> It can work, but more like a compromise way. Editing on a report is less convenient.<\/p> It would be better for me to set access right to each column.<\/p> But that can also work for now, thanks a lot.<\/p> By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"
