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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.
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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
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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:
Budgeting
Reporting
BI tool use
… and the rest of Projector
Emails are generated as appropriate
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Time Entry
Tasks from the task plan will appear automatically on the resource’s timesheet for time to be entered against them.
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