Page Comparison

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:

    • Time Entry 

    • Scheduling 

    • Budgeting

    • Reporting

    • BI tool use

    • … and the rest of Projector

  • Emails are generated as appropriate

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