Smartsheet Tutorial: How to Roll Up a CRAID Log into a Dashboards
1 هزار بار بازدید -
پارسال
-
A CRAID Log (Change Requests,
A CRAID Log (Change Requests, Risks, Actions, Issues, and Decisions) is one of our favorite tools to track progress and build momentum on projects. But not every stakeholder needs to see the entire log itself! Turn your CRAID log into a dashboard for a simple, effective way to create an overview of project status without diving into the details of the project tracker.
Highlights:
00:00 Start
00:13 Multiple CRAID Logs
00:35 CRAID Dashboard
01:43 Project Dashboard with CRAID
Do you have a Smartsheet question you'd like to see our team answer in a video? Drop it below in the comments!
About Smartsheet: Smartsheet (NYSE:SMAR) is the dynamic work platform that unites the fixed, top-down systems of record with the tools the workforce depends on, aligning and activating the entire enterprise. This gives everyone in your organization the flexibility to meet the needs of rapid, continuous change. Smartsheet enables teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
Rolling up a CRAID (Concerns, Risks, Assumptions, Issues, Dependencies) log into a dashboard in Smartsheet can provide a comprehensive overview of project status and highlight areas needing attention. Here's a tutorial on how to do it:
Set Up Your CRAID Log:
Create a Smartsheet with separate sheets for each component of the CRAID log (Concerns, Risks, Assumptions, Issues, Dependencies).
Ensure that each sheet contains relevant columns to capture details such as descriptions, owners, statuses, and dates.
Link CRAID Log to Dashboard Sheet:
Create a new sheet that will serve as your dashboard.
Use cell linking or cross-sheet formulas to pull data from each CRAID log sheet into your dashboard. This will ensure that your dashboard stays updated in real-time as changes are made to the CRAID log.
Design Your Dashboard:
Organize your dashboard to display key information from each component of the CRAID log.
Consider using separate sections or tabs for Concerns, Risks, Assumptions, Issues, and Dependencies to keep the dashboard organized and easy to navigate.
Utilize Visualizations:
Use Smartsheet's built-in charting and visualization features to create visual representations of your CRAID data.
For example, use pie charts to show the distribution of concerns or risks by category, or use bar charts to display the number of issues or dependencies over time.
Add Filters and Slicers:
Incorporate filters and slicers into your dashboard to allow users to interactively explore the CRAID data.
Enable users to filter by status, owner, priority, or any other relevant criteria to focus on specific areas of interest.
Include Metrics and KPIs:
Display key metrics and KPIs related to your CRAID log to provide insights into overall project health and performance.
For example, include metrics such as the total number of open issues, the average risk severity, or the percentage of assumptions validated.
Customize Formatting and Layout:
Customize the formatting and layout of your dashboard to make it visually appealing and easy to understand.
Use colors, icons, and conditional formatting to draw attention to critical information and highlight trends or outliers.
Share and Collaborate:
Share your dashboard with stakeholders and team members to keep everyone informed and aligned.
Discover how our team can optimize your Smartsheet experience: https://www.echoprojectmanagement.com...
Our Website - https://echoprojectmanagement.com/
Meet with Us - https://www.echoprojectmanagement.com...
Our LinkedIn - LinkedIn: echo-consulting-pm
Subscribe Here: https://www.seevid.ir/c/EchoConsult...
Recommended Playlists:
Project Management - Getting Started with a Project Manage...
Microsoft 365 Tips & Tricks - Microsoft Feature Highlight: Improved...
ClickUp Tips & Tricks - ClickUp Tip: Tasks & Subtasks in Mult...
Smartsheet Tips & Tricks - Smartsheet Tip: Proofing
Webinars - Webinar: Selfcare & Wellness
SEO HASHTAG:
#Smartsheet, #Tutorial, #How, #Roll_Up, #CRAID, #Log, #into, #Dashboards,
SEO TAG:
smartsheet,smartsheet tutorial,how to use a slideshow in smartsheet,how to set up a pmo in smartsheet,how to create a workapp in smartsheet,smartsheet tutorials,how to level up your smartsheet dashboards,how to use smartsheet effectively,smartsheet dashboards,smartsheet dashboards tips and tricks,level up your smartsheet dashboards,smartsheet aligned,smartsheet how to,smartsheet slides tutorial,how to set up a craid log in monday.com,how to use smartsheet
Highlights:
00:00 Start
00:13 Multiple CRAID Logs
00:35 CRAID Dashboard
01:43 Project Dashboard with CRAID
Do you have a Smartsheet question you'd like to see our team answer in a video? Drop it below in the comments!
About Smartsheet: Smartsheet (NYSE:SMAR) is the dynamic work platform that unites the fixed, top-down systems of record with the tools the workforce depends on, aligning and activating the entire enterprise. This gives everyone in your organization the flexibility to meet the needs of rapid, continuous change. Smartsheet enables teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
Rolling up a CRAID (Concerns, Risks, Assumptions, Issues, Dependencies) log into a dashboard in Smartsheet can provide a comprehensive overview of project status and highlight areas needing attention. Here's a tutorial on how to do it:
Set Up Your CRAID Log:
Create a Smartsheet with separate sheets for each component of the CRAID log (Concerns, Risks, Assumptions, Issues, Dependencies).
Ensure that each sheet contains relevant columns to capture details such as descriptions, owners, statuses, and dates.
Link CRAID Log to Dashboard Sheet:
Create a new sheet that will serve as your dashboard.
Use cell linking or cross-sheet formulas to pull data from each CRAID log sheet into your dashboard. This will ensure that your dashboard stays updated in real-time as changes are made to the CRAID log.
Design Your Dashboard:
Organize your dashboard to display key information from each component of the CRAID log.
Consider using separate sections or tabs for Concerns, Risks, Assumptions, Issues, and Dependencies to keep the dashboard organized and easy to navigate.
Utilize Visualizations:
Use Smartsheet's built-in charting and visualization features to create visual representations of your CRAID data.
For example, use pie charts to show the distribution of concerns or risks by category, or use bar charts to display the number of issues or dependencies over time.
Add Filters and Slicers:
Incorporate filters and slicers into your dashboard to allow users to interactively explore the CRAID data.
Enable users to filter by status, owner, priority, or any other relevant criteria to focus on specific areas of interest.
Include Metrics and KPIs:
Display key metrics and KPIs related to your CRAID log to provide insights into overall project health and performance.
For example, include metrics such as the total number of open issues, the average risk severity, or the percentage of assumptions validated.
Customize Formatting and Layout:
Customize the formatting and layout of your dashboard to make it visually appealing and easy to understand.
Use colors, icons, and conditional formatting to draw attention to critical information and highlight trends or outliers.
Share and Collaborate:
Share your dashboard with stakeholders and team members to keep everyone informed and aligned.
Discover how our team can optimize your Smartsheet experience: https://www.echoprojectmanagement.com...
Our Website - https://echoprojectmanagement.com/
Meet with Us - https://www.echoprojectmanagement.com...
Our LinkedIn - LinkedIn: echo-consulting-pm
Subscribe Here: https://www.seevid.ir/c/EchoConsult...
Recommended Playlists:
Project Management - Getting Started with a Project Manage...
Microsoft 365 Tips & Tricks - Microsoft Feature Highlight: Improved...
ClickUp Tips & Tricks - ClickUp Tip: Tasks & Subtasks in Mult...
Smartsheet Tips & Tricks - Smartsheet Tip: Proofing
Webinars - Webinar: Selfcare & Wellness
SEO HASHTAG:
#Smartsheet, #Tutorial, #How, #Roll_Up, #CRAID, #Log, #into, #Dashboards,
SEO TAG:
smartsheet,smartsheet tutorial,how to use a slideshow in smartsheet,how to set up a pmo in smartsheet,how to create a workapp in smartsheet,smartsheet tutorials,how to level up your smartsheet dashboards,how to use smartsheet effectively,smartsheet dashboards,smartsheet dashboards tips and tricks,level up your smartsheet dashboards,smartsheet aligned,smartsheet how to,smartsheet slides tutorial,how to set up a craid log in monday.com,how to use smartsheet
پارسال
در تاریخ 1402/02/04 منتشر شده
است.
1,097
بـار بازدید شده