Whether you’re initializing your Smartsheet sheets from a template or using an existing sheet, there are a few required fields you need to include for Projector and Smartsheet to properly share data.
| Info |
|---|
When troubleshooting a sheet or template, Projector Support will have very limited visibility into Smartsheet-specific issues and may ask you to share your sheet, template, or workspace with the following email address - ppsa-supportuser-smartsheet@projectorpsa.com |
| Table of Contents |
|---|
Get Starter Templates from Projector
...
Share the Smartsheet workspace you reference above with ppsa-supportuser-smartsheet@projectorpsa.com
Send the email address associated with your Smartsheet User and ask Projector support to temporarily share a Projector Templates workspace with you.
Creating Your Own Templates
In the event that you want or need to create new templates, there are a few things you’ll want to know ahead of time.
Projector is very particular about how the templates/sheets are created in Smartsheet, so you’ll want to either start from a template/sheet layout already in use or create a new template
If you’re creating a template from scratch, create it as a “Project” not as a “Sheet”, nor as a Gannt”. When creating as a “Project”, some internal project settings that Projector expects are automatically taken care of. This includes properly connected duration, start date, end date, predecessor among other things.
In addition to starting from a “Project”, Projector also has a list of required fields (below) that you’ll want to be sure to include and properly configure.
There are also optional fields (below) that may be of value to your task planning workflow.
Required Fields for Smartsheet Sheets and Templates
Field | Type | Notes |
|---|---|---|
Task Name | Text/Number | Default column used by Smartsheet at the Primary Column |
Duration | Duration | Default column used by Smartsheet for schedule calculations |
Start Date | Date/Time | Default column used by Smartsheet for schedule calculations. |
End Date | Date/Time | Default column used by Smartsheet for schedule calculations. |
Predecessors | Text/Number | Default column used by Smartsheet for schedule calculations. |
Assigned To | Dropdown list (multi-select, restrict to list values only) | Note that this is not a contact list type field that Smartsheet uses by default. Replace the contact list field of the same name with a dropdown list to use for role assignment. If you chose to embed roles in a template or sheet, surround them with parentheses in order that Projector can interpret them as roles. |
% Allocation | Text/Number | Projector requires that a “% Allocation” field be populated (likely with a formula) so that Projector can properly synchronize. |
Open for Time | Checkbox | Time Entry will only display task that have the “Open for Time” value checked. |
Task Type | Dropdown list (single-select, restrict to list values only) | Projector requires each task to have a task type. If a task type is not selected prior to a sync, one will be selected automatically. |
Comments | Text/Number | Projector requires a template field. |
Other columns… | Your sheet can contain additional columns beyond those mentioned above, but Projector requires the above fields in order to sync properly. Any additional data will not be sync’d to Projector, but will remain in the sheet for your planning purposes. |
...