Overall Board Structure

hi @Clay

Welcome to the community! What I understand from your use case is that you need some sort of relationship between boards. So one board for each project and a possibility to report on all of these projects. There are several possibilities here, each with pro’s and con’s.

  • Use a dashboard. Dashboards are great to get an overview of information that is stored in different (in your case project) boards. It is easy to setup and can show lost of data (time, status, amounts etc) in many different formats (pie charts, stacked bars and so on. Before jumping in to that please have a look what account plan you are on as the max number of boards per dashboards varies from 1 (basic) to 50 (enterprise).
  • Create a master board. There are possibilities to create a master board that link to detail boards. You need link column and mirror columns. The link column can point to a project board and the mirror column aggregates data from the project board(s). In my opinion the disadvantages is that when you have 10 project boards and you want to report e.g. 4 columns (like status, estimated time, timeline and a number) you master board will need 5 columns (1 link + 4 mirror) per project. With 10 project this is 50 columns and the data is spread across these columns.
  • To overcome this I have written an app Master-Detail. This one also has a disadvantage (little difficult to set up) and therefore I am planning a new version which is easier to understand and use. If you want you can give it a try (10-day free trail period) but please contact me so I can point you in the right direction how to set this up.
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