Transfer time from one project to another

You can transfer historical time tracked from one project into another.

Who can use this?

Plans:

  • Resource Management

Permissions:

Project Editors, Portfolio Editors, Resourcing Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

  1.  Gather the total hours for each person in the first project.
  2. Create a new project.
  3. In the new project, add each person with the total number of hours they worked in the old project.
  4. Change the date they worked on the project to a date in the past. 

You can tag projects with the same custom field or tag, so when you view the schedule or reports, you can filter to see data associated with all projects with that tag or custom field.

You can't merge projects in Resource Management.