Connect with peers in Project Management Office (PMO) functions to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
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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…
Hi Everyone, I’m exploring whether Smartsheet can support a portfolio-level timeline view for our leadership team. I’m aware of the Timeline feature, but I’m looking for something more flexible and consolidated. Ideally, project managers would be able to select specific milestones or key tasks to surface on a shared…
Hi everyone - I am the marketing PMO for a software company in the Boston area. I attended the recent Smartsheet user group meeting this week in Waltham, which I found really useful. Curious if there are any PMOs in this group who are aligned to a marketing role/function? Would love to connect to share best practices…
Hello everyone, I’m currently working on improving workflow automation processes using Smartsheet, especially around task tracking, approvals, and reporting across teams. I’d love to hear how others are structuring their sheets and automations for scalability. In particular, I’m interested in: Best practices for managing…
Hello, Is there a way to import our list of existing projects into our Portfolio project list (not Control Center, but the new Portfolio feature by Smartsheet)? Thanks!
I work in an Enterprise PMO where Smartsheet is our project and portfolio management (PPM) tool. It was custom built for our organisation, and the Enterprise PMO maintains it (controls the templates, building reports, fixing issues, and supporting users), while project teams update their own project data. Over the years,…
I am trying to figure out how to use the Portfolio module in Smartsheet - with no luck. The support pages aren't helping. I have projects set up already in their own workspaces with Project Plans and RAID logs. How do I get a Portfolio to use these items? I need like step by step instructions. I'm trying SS support pages,…
Looking for ideas on documenting implemented Smartsheet Solutions across the company. We have had a team member leave the company and having difficulty (1) Finding everything she created and (2) how it all interacts.
Using the new portfolio feature, how can I access summary statistics from the built-in project list? I cannot get to grid view so I am unsure how to create summary statistics. Thanks!
Hey guys 🙋♂️ I've ran with EVM previously so am familiar with it, and in my current role am now looking to set up a process for 100s of users within Smartsheet. Has anyone followed Smartsheet's EVM best practices into a working solution? What are your findings / lessons learned? Hacks? Let me know! Matt
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