Product Development Inflight Project Dashboard

Marcia562
Marcia562 ✭✭✭
edited 03/10/23 inSmartsheet Basics

I feel like I've looked at all of the templates and am still stumped on which one I would use to display a 2023 - 2024 project dashboard.

Currently my boss put it in a Excel but not in a way that you can sort. I want to be able to use Smartsheets to input all potential product launches under each of the categories. Below is how it looks in Excel. He has approx. 6 categories with anywhere from 4 - 10 sub-categories with projects listed below each sub-category. Has anyone had to do this and if so which template would you recommend I use?

image.png


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  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi@Marcia562

    In theTemplate Gallerythere's one called "Simple Project Plan" with one sheet, one report, and a rollup dashboard that may be a good starting point!

    The way I would personally set this up is to have each of your sections in the blue grid (on the left) set up as Hierarchy in a sheet:

    Screenshot 2023-03-13 at 13.44.29.png

    Then you can have a report (filtering out the Parent rows) to get your second view on the right.

    Cheers,

    Genevieve

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What type of plan are you on? Certain plan types require that a system admin give you permission to access group management.<\/p>


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<\/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":109197,"type":"question","name":"Forms","excerpt":"I created two different forms and the data entered on both of them is saved in the same sheet. How do I get it to save on two separate sheets?","snippet":"I created two different forms and the data entered on both of them is saved in the same sheet. How do I get it to save on two separate sheets?","categoryID":321,"dateInserted":"2023-08-21T14:53:07+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T21:46:32+00:00","insertUserID":165409,"insertUser":{"userID":165409,"name":"mpatton","url":"https:\/\/community.smartsheet.com\/profile\/mpatton","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!zDPQszzjyv0!iTHSYpyQ8H0!4mIm1J-gpMN","dateLastActive":"2023-08-21T23:16:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":27,"score":null,"hot":3385286979,"url":"https:\/\/community.smartsheet.com\/discussion\/109197\/forms","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109197\/forms","format":"Rich","lastPost":{"discussionID":109197,"commentID":391727,"name":"Re: Forms","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391727#Comment_391727","dateInserted":"2023-08-21T21:46:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T20:23:16+00:00","dateAnswered":"2023-08-21T19:38:23+00:00","acceptedAnswers":[{"commentID":391698,"body":"

You would create the sheet first, then you can click on \"Forms\" in the top right corner of the new sheet to create the form.<\/p>


<\/p>

If you need a bunch of the same columns, You can \"Save as new\" the existing sheet and then just delete whatever you don't need from each sheet.<\/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":109205,"type":"question","name":"Auto Populate Column Data","excerpt":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data. I need the data inputted from form1 to auto populate the entire column the data resides in when form2 is submitted. Any suggestions on how to…","snippet":"I have a sheet that I am populating row one with data inputted using an intake form (Form1). I then have a Update form (Form2) that is used by end users to input additional data.…","categoryID":321,"dateInserted":"2023-08-21T16:13:10+00:00","dateUpdated":null,"dateLastComment":"2023-08-21T19:37:00+00:00","insertUserID":162922,"insertUser":{"userID":162922,"name":"MSGFreebird","title":"","url":"https:\/\/community.smartsheet.com\/profile\/MSGFreebird","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtfyipG4v_0PcUXERFavMo9q8-BAK6RWzljovF2sarPztFY=s96-c","dateLastActive":"2023-08-21T22:54:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":43,"score":null,"hot":3385285210,"url":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109205\/auto-populate-column-data","format":"Rich","lastPost":{"discussionID":109205,"commentID":391697,"name":"Re: Auto Populate Column Data","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391697#Comment_391697","dateInserted":"2023-08-21T19:37:00+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-21T22:29:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/QSNSANMKG9JV\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T18:39:09+00:00","dateAnswered":"2023-08-21T18:00:47+00:00","acceptedAnswers":[{"commentID":391672,"body":"

Yes. The \"@row\" piece of the formula is looking for the cell within the row of the formula. So on any row where the meta columns are blank, \"@row\" will also return blank.<\/p>


<\/p>

Try this instead:<\/p>

=INDEX([AT-Meta]:[AT-Meta], 1)<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&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":4965,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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