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Welcome to the IT Portfolio Management Community!
This is a space for Smartsheet users that work in 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 more.…
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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…
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California State University - Helped Employees Return to Office Safely with Smartsheet
Imagine coordinating IT projects across 23 campuses, serving over 450,000 students. That's the reality for California State University (CSU). Faced with the need for streamlined processes and crystal-clear communication, their IT team turned to Smartsheet. What started as a solution for small projects quickly evolved, and…
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DIRECTV - Using Smartsheet to support strategic transformation
Empowering DIRECTV's strategic transformation through projects and initiatives that support the organization’s strategic priorities, the Transformation Office replaced a range of spreadsheets with Smartsheet. They now manage nearly 200 priority projects, tracking the full lifecycle in a centralized view. There are many…