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Welcome to the Project Management Office (PMO) Community!
This is a space for Smartsheet users that work in Project Management Office (PMO) 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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How to go about custom landing page? or pin an intake form ?
Hello, We primarily use Smartsheet for project management. We have an intake form for PMs that triggers automations and populates a project template. I’m trying to figure out how to set up a customized default landing page (not the one-time welcome window). I was able to add branding to the home page, but I haven’t been…
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Don't have access to previously purchased licenses
We had 20 licenses and we purchased 17 more and after we purchase 17 licenses, we lost access to 20 licenses. We have been trying to contact Smartsheet support since July but nobody has replied so far. Can anyone help please?
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Smartsheet as a Data Connector
I was able to utilize the ease of use of Smartsheet forms to help both the end user and our management team by utilizing the Smartsheet as a data connector option in tableau to visualize in realtime current issues and updates to our account which streamlined responses to current issues.
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How to setup auto rollup subtask ?
I have created a new column with % and number. It not rollup calculation.. How can I configured it? Please advise
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Helping Users Understand How Data Flows
We've recently rolled out a PMO solution and are still in the adoption phase. One question I keep getting is how to update Project metadata (such as start/end date). I have to keep pointing people to the Intake sheet. They've been trained on this, but not all training is going to stick. Is this just a matter of repeating…
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Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…
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Program Management within PMO structure
I need to set up a Program (Multiple projects). What is the best way to do this within my portfolio? Set up each project in the program as a separate projects? add these projects as separate sections within one project plan? Ultimate goal is the have a status for the program and have the program report as a status in the…
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Reporting on impact of changing a start or end date
I have a sheet with ~1000 tasks that make up my project plan. The tasks are defined for several different teams and there are a lot of dependencies between tasks. I created two sets of Start/End dates. The primary start/end dates I keep locked so that only I edit them and I have a dummy start/end date that I allow the…
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Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…