To link a Projector project to a Smartsheet sheet, update the Task Management Approach to “Smartsheet Integration” and select an available Smartsheet template.
Note that changing the task management approach for a project that already has a task plan (e.g. an existing DTM project), will delete the existing task plan and replace it with the contents of the newly linked template.
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:
Budgeting
Reporting
BI tool use
… and the rest of Projector
Emails are generated as appropriate
