How To Create A Project Plan In Smartsheet

[@ProperProjectManagement]

🚀 Master Smartsheet functionality in half the time 👉 properprojectmanagementtraining.teachable.com/p/smartsheet-fundamentals

[@brindaganesh8944]

The way to took through the video shows your commitment... Absolutely great learning.. Thanks

[@ProperProjectManagement]

Thanks so much Brinda! All the best with Smartsheet

[@akshatpatilgaming946]

Thank you so much, this explaination is simply great to refer and use. Please can you suggest on how to get a dashboard of this Project to have a overall graphical view ? thanks.

[@ProperProjectManagement]

You're very welcome. Can I suggest this video: kzbin.info/www/bejne/oYq6hXdubbuIebs

[@ekodubek]

First tutorial what I have found usefull. Form start to end. Milion others are just crap. Starting with "upload your project from the file" one second later in smart sheet 100 of colums totally mess, with data and tutorial starts... Seeing this a start to call this app "Stupidsheet" Thank you for clear easy going tutorial.

[@ProperProjectManagement]

Great to hear; really pleased it was useful for you :) Thanks for the kind words, too. It's appreciated.

[@mariaandronic4029]

I'd just like to say thanks for sharing this content - I've found it very useful. I have a question. Atm, under my tasks column, I have a project plan, which is then broken down into the different departments (which then have sub projects). For example, Under 'legal', I'll have 5 sub tasks. When the 5 sub-tasks are completed, they change to blue, but the 'parent' task title (legal), stays green. Is there a way to change this to blue? I hope that makes sense.

[@ProperProjectManagement]

Hey Maria. Are you leveraging the indenting functionality and setting up the parent/child relationships?

[@mariaandronic4029]

@@ProperProjectManagement - Hi - appreciate your swift response. Yes, I'm using the indenting functionality. I've had a look at some sources online, and I think the issue may lie with the formula in the RAG status column. I'll try a few to see if I can get the desired result. Thanks again :).

[@Annaperez951]

Which order should I watch your smart sheets tutorials. I’m new to construction billing through smart sheets.? Thank you

[@ProperProjectManagement]

Hello Anna. Good Question. Have you checked out my playlist? I'd probably start with my Demo video first and foremost though!

[@tonyflo04]

Excellent video, my IT Infrastructure PMO is getting into Smartsheet, I used it in my last position for another company and this has already helped me start build ing a project plan for m next project. I will share this with my colleagues to have a look. Thank you for this

[@ProperProjectManagement]

Fantastic! Thanks a lot; great to hear this video has been so helpful for you. All the best.

[@clairemartin3042]

Hi, I have tasks in my project plan that cannot be moved out such as set releases dates, if other tasks are completed without dependencies but then some tasks are dependent on some of the tasks (within reason of planned delays) of planning. If you use dependencies can you also not use them for some tasks or would that mess the end of project date? Hope that makes sense

[@KatherineHarrelson-mj8ji]

If you set up the dependencies for all subtasks, and you set the duration for all subtasks, and you enter the finish date for the first task, will the sheet then update the start and end dates for all interdependent subtasks?

[@Mariabish83]

its really a great tutorial, thank you, if i had team members that are working in different time zone and had different holiday dates how can i modify it for each team member

[@ProperProjectManagement]

Thanks Mariam. Glad it was helpful! If each user has their country (and time zone) selected in their account settings, it should show up for them accordingly help.smartsheet.com/articles/2482412-how-smartsheet-handles-time-zones#:~:text=When%20you%20set%20up%20your,Settings%20%3E%20Settings%3E%20Time%20Zone.

[@alejandrocruz6670]

Great explanation (stright to the point), thank you.

[@ProperProjectManagement]

You're welcome!

[@andygomm390]

Nice tutorial. I think you said that you'd address how to have the status color changed based on the status of the subtasks - is that possible?

[@ProperProjectManagement]

Thanks Andy. It is possible; you'd need to set up some conditional formatting rules for that.

[@somayyahalamoudi703]

@@ProperProjectManagement can you show us how

[@marcelfomafung6208]

I am a bit confused when it comes to indenting. I was not sure when to indent and when not indent?

[@ProperProjectManagement]

Hello Marcel, essentially whenever you want to set up a parent/child relationsip - in other words tasks/subtask. Or could even be milestones/tasks, or phase/task

[@AvineetKaur-d8l]

Hi, what I'm working with people such as developers who are based in different countries and have different working days. For example, UK and US will work Monday-Friday but people in Jordan would work Sun-Thurs. Is there a way in smart sheet that I can account for these when working with the duration?

[@ProperProjectManagement]

It would require a formula. I'd suggest googling "smartsheet working hours duration formula" and browse the community forums. That would be a good place to start.

[@belindajohnson9730]

This was extremely helpful! Thank you so much.

[@ProperProjectManagement]

Glad it was helpful! Thanks Belinda!

[@mireinakamura2641]

Very useful! Thank you. it would be great to know advance skill too!

[@ProperProjectManagement]

Thanks Mirei!

[@shirleyfernandes1132]

You explained it so well this is my first attempt on creating a plan on smartsheet and this tutorial has definitely helped. Thank you

[@ProperProjectManagement]

Glad it was helpful! Thanks Shirley!

[@dmurray0404]

Thanks, this was very helpul!

[@ProperProjectManagement]

Good to hear DoRaun. And thanks for leaving a kind comment.

[@miguelcosta258]

Hi, Is it possible to have a dropdown list linked to a sheet?

[@ProperProjectManagement]

Hi Miguel. I believe so but you require a data uploader add-on - this community post explains more: community.smartsheet.com/discussion/72043/drop-down-list-from-another-sheet

[@MARYEJIOFOR-lf7ll]

How do i create a smart sheet

[@ProperProjectManagement]

help.smartsheet.com/learning-track/level-1-get-started/create-sheet

[@jeanneroseman6114]

Very helful, thank you. If I am working on many projects at a time does each need each own sheet? How do I copy one to the next and look at one vs the other?

[@ProperProjectManagement]

I would recommend a project plan per project. Though you could set it up in a way where one sheet contained multiple project plans with parent/child collapsing.

[@aniedun5099]

Thank you so much for this. Is this different from a high level project plan?

[@ProperProjectManagement]

Can you elaborate by what you mean by high level....

[@veronikageleta6105]

Perfect - just what I was looking for.

[@ProperProjectManagement]

Good to hear it. Thanks Veronika

[@vickygonzalez8818]

Great intro to application of the tool for project planning!!

[@ProperProjectManagement]

Thanks Vicky. Glad to hear it was useful!

[@HemaAshok-jw1ug]

It was really helpful to get a comprehensive overview of how gantt chart works in project management. Great job! Thank you very much :)

[@ProperProjectManagement]

Glad it was helpful!

[@jamiedonnelly5337]

At the start of the tutorial you rename the Primary Column to Status and use symbols. This is not possible any more from what I can see as the primary column can only be numbers or text. Can you clear this up?

[@ProperProjectManagement]

Hello Jamie. While I had the primary column selected, I actually 'inserted a new column' to the left of it, then selected symbols and called this heading "status". It's not possible to to change the primary column as such as you noted.

[@jamiedonnelly5337]

@@ProperProjectManagement Thanks for the reply. I did not spot this in the tutorial the 1st time around. Please keep up the great work on these videos. So easy to follow and incredibly useful. 👍

[@WazirSounds]

Awesome training

[@ProperProjectManagement]

Thank you 🤗 Glad it was useful!

[@lalatam]

This helped me immensely to understand the structure altogether! Thank you!

[@ProperProjectManagement]

I'm so glad!

[@samratm001]

This tutorial is very helpful. From a real life scenario, how would you track a task in Smartsheet which is exceeding the planned finish date? Do you use a "Variance" column for that?

[@ProperProjectManagement]

Hello Samrat. Thanks for the feedback and I am pleased you found value in this video. Yes that is one option (with a planned nd date - planned start data formula). Alternatively, you could use conditional formatting to highlight any date in the past in red.

[@minibixxx]

Can tom update the status of the task with 'viewer' level access ?

[@ProperProjectManagement]

I don't think you can, no. Would need 'Editor' Access.