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Welcome to the Digital and IT Portfolio Management Community!
This is a space for Smartsheet users that work in Digital and IT Portfolio Management functions to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform your specific use case. Our Smartsheet team will be sharing helpful resources, upcoming industry events, discussion questions, and…
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NEW PM Porfolio Template questions
In the Project List, I would like to link a project update cell located in each Project Plan to a cell in the Project List. The project list only gives me the option to link a column. How can i link data to come into the Project List? I can link data out.. When I attempt to link by column, the target column in the project…
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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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PMO Template: Project Metadata link to the Project Plan Sheet has Stopped working???
I've been using the Smartsheet 'PMO Template' for several months now without any issues. Today when I created a new project (save-as-new), the links between the Project Metadata sheet and the Project Plan sheet appear to have stopped working…across ALL projects. Problem Description: -When I populate the Project Intake…
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Is there a PDF User Manual?
Hi all, Im looking for a downloadable user manual. Any ideas of where i can download something like this? I have a bunch of people thats never used it before. Many thanks!
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IT PMO Template Instructions
I'm new to Smartsheet and need assistance with using templates. I didn't see instructions on how to use the IT PMO template, but I like the functionality and want to use existing projects to add to the template as well as create new projects from the Intake process. Would love a guide or even one on one support engagement.
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Usability of Smartsheet has gone downhill!!!
Relegating everything to having to create a Workspace is just awful. I can not organize anything the way I want, especially if someone else was the creator of the workspace. I can't create anything new without having to create a workspace. Not even to try to archive stuff from the previous folder structure that WORKED…
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How to update an Intake sheet using a seperate form.
Scenario There is a project request form that can be submitted and lands on the project intake form. Automation creates a unique request # and sends out a confirmation email to the Business Owner, and a notification email to the Sponsor and PM listed on the request to complete and submit the Business Case for review and…
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I would like to close my account on this website.
Since I will be using a different account, I no longer need this email registered on the website. Please confirm the removal of this email account from your system.
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Best Template for Digital Platform Maintenance Management
Curious if people can point me in the best direction here (skimmed through template library and couldn't quite find what I was looking for). I manage an LMS which has a lot of on-going maintenance activities we need to complete on it to keep it up and running. These are tasks I want to be able to assign to people and have…
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St. Thomas Elgin General Hospital - Driving Efficiency and Productivity
St. Thomas Elgin General Hospital (STEGH), a 179-bed facility in Ontario, faced a common healthcare hurdle: managing complex operational data efficiently. They needed a reliable system to o track important operational information. Enter Smartsheet. For months, STEGH has used Smartsheet to bring clarity to their admissions…