Smartsheet Advanced Level Reports - Multi-Region Program Management
Smartsheet Knowledge Level: Advanced
This report is one of many in the overall solution.
The report filters reveal 3 sheet types.
1. Headers = Informational Rows 1, 2, 3, 8, 11, 15 & 21
2. Program = Training that we have decided we want to do in a specific region
3. Session = The execution plan for a each training event.
Logical Structure:
A Program (Parent) can have multiple sessions (Child).
Solution Notes:
This team has multiple programs that run across multiple regions.
ANZ, ASEAN, GCH, India, Japan & Korea
There are 3 phases to their Quarterly Process.
Next Qtr Planning: What Programs do we want to run next quarter?
Current Qtr Execution: Where are we at with what we said we want to do?
Previous Qtr Reporting: What were the results?
Session Planning Report: SHOWN IN THIS VIDEO
Part of Next Qtr Planning: Each Region has their own version of this report.
This report helps the ASEAN team ensure they have created the number of training sessions the business would like to run in ASEAN. Each session sheet has tasks that need to be completed in order to set up the training.