Page 183 - Customize-Project-Plan-by-tailoring-Smartsheet

Customize your Project Plan
   
by tailoring Smartsheet

58.1.5. Chart from Sheet Summary Report for Portfolio Dashboard

Our next goal is to create a chart concerning a "Portfolio Dashboard".

For that matter we prepare three similar projects in which the structure is alike to our previous pro-
ject, only that the data are slightly different:

For instance, change Start Date to a week or two later, change some durations to several days more,
postpone the Due Date, and check / uncheck some tasks done / undone.

Let's say, we have our initial project "P-1001 Power Drivelet", then still "P-1002 Grey Driveman", and
"P-1003 Jump Upper". And of course, we have all of them in the same workspace "Top Equip".


Now, we strive for, to get a chart like this one, which is created in Excel :

© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 183 / 209 pages