Page 116 - Customize-Project-Plan-by-tailoring-Smartsheet

Customize your Project Plan
   
by tailoring Smartsheet

In my opinion it's good practice to save the plan as a "Copy" before you will continue with the "Origi-
nal". You do this through clicking on "File" and then "Save as New ...".

Here I recommend you to use the date format "yyyy-mm-dd", so your project plan might then be la-
beled, e.g., "P-1001 Power Drivelet 2024-07-12". In this case of storage, you should also pay atten-
tion to the possibility to safe not just the schedule of the plan but also workflows, sharing options,
and such!

More information on the internet:

https://help.smartsheet.com/articles/803778-copying-a-sheet

https://help.smartsheet.com/articles/1872955-saving-refreshing-sheets

https://help.smartsheet.com/articles/506499-back-up-your-data

© Hans Porzel, 10/2025 | CAPM® (PMI), PSM I® (Scrum.org), Smartsheet Prod. Cert® 2020 Page 116 / 209 pages