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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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Add additional portfolio metric to count certain criteria within the Project Categories
I'm using the PMO Template Set and preparing it to use for a portfolio of a different type of projects at our enterprise. (I'm already successfully using the PMO Template Set for a simpler portfolio type and I want to keep these separate for portfolio dashboards/metrics/etc., hence creating an additional…
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Construction Project schedule
I have created a construction project schedule and am unable to determine why the critical path is not displaying from the start of the project. The file is attached for reference. If anyone is familiar with this issue, please advise. https://us.v-cdn.net/6031209/uploads/XHXHC4EHD5NN/project-schedule-12-19-2025.pdf
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Pop-out Pane
There have been multiple challenges with the pop-out panes. It continues to delay opening assets (sheets, reports, and dashboards). Additionally, it takes away from asset real estate as most team members would like to get to their information often finding the pop-out panes as a frustration and distracting. Is there a way…
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Stacked Bar Chart to display Count AND percentage?
I am tracking orders in 3 statuses (Expected —aka my grand total; Rcvd; and Completed). I have a stacked bar showing the count of each, and this is the ideal visual i'd like, but i was hoping to also reflect the % of completed against Rcvd and Expected, and the % of Rcvd against expected. Is this possible?
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Using Smartsheet for "Severity 1" project issue updates
Hello all: Brainstorming ideas here. Instead of sending multiple emails out to stakeholders throughout the day ('Reply all, Reply all, Reply all'), does anyone have any suggestions on how to use SS to update stakeholders regularly when there is a serious technical issue on a project? Keep in mind that I would only want the…
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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