Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Projects configured for “Projector Task Management Classic”, formerly known as “Detailed Task Management” will see in information panel instead of an embedded task planning interface.

...

Linking - What happens when a project is Smartsheet enabled?

The System (Projector) does some behind the scenes magic when the project is created and each time the project setup is saved with a new template.

  • A new Smartsheet “sheet” is generated from the selected Smartsheet template 

  • The current Projector project is then linked to the newly created Smartsheet sheet

  • A Smartsheet <> Projector “sync” is executed to push project data to the sheet and sheet data to the project

...

Two-Way Syncing - How does it work?

  • Projector project data → Smartsheet sheet (task plan)

    • Working days and holidays 

    • Role updates (assignments are cleared if a role is missing)

    • Task type updates (task types are cleared if a type is missing)

    • Updated role resource assignments

    • Task % complete (future enhancement)

    • Undeleted & repaired tasks in necessary

  • Smartsheet planning data → Projector project

    • Task name & duration

    • Task assign to (role) & allocation %

    • Task start and end date (duration is calc’d by Projector)

    • Task type

    • Open/closed for time

  • Projector does some work behind the scenes

    • Makes task plan data available to:

    • Emails are generated as appropriate

...

Time Entry

Tasks from the task plan will appear automatically on the resource’s timesheet for time to be entered against them.

...