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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 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
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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…