Best Of

Thinking out loud, sorry if it's unclear:

How about having two sheets:

• "Subtasks" sheet has all the tasks and subtasks but no dates.
• "Main tasks" sheet has only the parents with dates, not the subtasks

You link the two by have a unique field (Auto number generated by Smartsheet) with INDEX/MATCH formula, so you can bring the other columns like status etc…

If you're smart about the naming of the columns and main tasks, maybe both sheets can fit together in one report as well?

hi @Synon

you will need to essentially just follow the same process of the project metadata to portfolio.

Meaning - on the project metadata, add a field to capture the program name.

At the program level, you can create a program folder and a program roll up sheet. Related project metadata will need to be cell linked to that related programs roll up sheet and also to the portfolio level.

The structure should be:

Project metadata > program roll up > portfolio roll up(s)

You can leverage a single project metadata sheet to send to the program level and then a program level metadata to send both the program and project metadata to the portfolio. (Program level portfolio and project level portfolio)

Hi @AdamApexConsultants,

No, we are only on Business License, we don't have control center right now.

Hi @Georgie,

Portfolio

|—-Program 1

|———Project 1

|———Project 2

|—-Program 2

|———Project 3

|———Project 4

|———Project 5

Dashboards at Portfolio level should read Project details. There are no Program health monitoring needed or program date completion.

Hi Community,

Good day.

I used the PMO template of Smartsheet. I intend to insert a program level in between the portfolio and project, that will have its own metadata and dashboard. Can you please guide me on how I'll be able to insert this level (will it just be another field in the program metadata or a new folder? How can I setup the projects such that it will rollup at program and portfolio level?

Thank you.

My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding it difficult to produce simple reports showing data by project because of all the parent/child nesting. We are in the middle of revamping our project templates and I want to make sure I design them in a way that will allow us to easily roll up data to a portfolio view (% complete by project, number of overdue tasks by project, all projects owned by a person, etc). What best practices do you all recommend for accomplishing this? I am using a roll-up row at the top of each project sheet and was thinking I'd utilize the Sheet Summary for certain things but would love any guidance you can offer. Thanks!

This is very helpful and I would like to use it for my projects, but I need a little assistance. I am not sure if this same setup can be used when the project tasks don't start on the first row. For example, I my tasks begin on row 28, but I also indent the first task in order to be able to track up the overall project health and completed %. Any advice on how I can make a modification to this trick to have the first task on line 28 begin with 1, and so on?

Any help would be appreciated, i've tried to figure this out, but it's a little too complicated for my skillset.