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Developing Smartsheet Reports to Better Monitor & Control Your Projects

Class Code

ITS-1045

Class Description

Effective immediately in response to COVID-19, most Technology Training classes will be delivered online until further notice.

In advance of each session, Tech Training will provide you with a Zoom link to your class, along with any required class materials.


 

This session will cover the creation and best practices of applying the Smartsheet Report tool which can be a great asset when managing numerous sheets and extensive information.

Monitoring and controlling project work involves tracking actual project performance and comparing it with the planned project management activities. Reports are the key tool for accurately tracking, reviewing, adjusting and communicating or sharing the project's performance.

In this session, we will discuss how to develop and create regular, concise, and informative reports to ensure the project remains on track, and on budget throughout its duration.

Topics include:

  • Working with Sheet Summaries
  • Creating and editing Row Reports
  • Creating and editing Sheet Summary Reports
  • Adding a report to a dashboard

A sample project will be presented for demonstration of concepts.



University IT Technology Training classes are only available to Stanford University staff, faculty, students and Stanford Hospitals & Clinics employees. A valid SUNet ID is needed in order to enroll in a class.


University IT Technology Training classes are only available to Stanford University staff, faculty, students, and Stanford Hospitals & Clinics employees, including Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health. A valid SUNet ID is needed to enroll in a class.