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Smartsheet 'Plan on a Page' demo: creating engaging summary timelines

  Рет қаралды 3,425

Prodactive

Prodactive

Күн бұрын

The purpose of this video is to demonstrate how you can create a summary timeline to show on a dashboard that enables stakeholders and team members to quickly and easily engage with the key headlines of a timeplan and avoid getting lost in or disengaged by the detail of a 100 or 1000 line timeplan.
I have always found having a summary timeline, otherwise known as a Plan on a Page, to be a key engagement tool with stakeholders and team members alike to ensure they can always see the bigger picture. However, this has invariably meant hours recreating a project plan or gantt chart into a more visually engaging powerpoint slide. This then needs updating when timings change. It’s so valuable, it’s been worth the effort.
But that was before I started using Smartsheet. So let me show you how I now do this in Smartsheet and avoid all that wasted time.
Any questions, or for help with your PMO Smartsheet solution, including using any of Prodactive's extensive range of solutions, please get in touch. We're an award-winning Smartsheet partner based in the UK, and helping clients all over the world, from North America to Australia, achieve great things with Smartsheet.
www.prodactive...

Пікірлер: 6
@kalmirza2564
@kalmirza2564 2 жыл бұрын
What a simple solution!
@Smartsheetexpert
@Smartsheetexpert Жыл бұрын
Thank you - I've always wanted a way to create a summary plan without having to recreate it as I've spent so many hours in the past tweaking summary plans in Powerpoint and updating them to be in line with my project plan. I had high hopes for the summary plan in MS Project when it was first released, but it wasn't anywhere near as effective as I had hoped, so I was excited when I came up with this having moved across to Smartsheet
@DonbAyers
@DonbAyers 2 жыл бұрын
Great video
@Smartsheetexpert
@Smartsheetexpert Жыл бұрын
Thank you!
@robertpoddar5276
@robertpoddar5276 Жыл бұрын
Nice video! is there a way to show dependencies and the critical path?
@Smartsheetexpert
@Smartsheetexpert Жыл бұрын
Unfortunately not currently - this is produced via a report, so you lose that level of formatting
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