-
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…
-
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…
-
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…
-
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…
-
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…
-
I am no longer able to share sheets with my Enterprise license
I am no longer able to share sheets with my Enterprise license… I have reached out to SS support but have yet to receive a response…. Any thoughts on what's going on here?
-
PM Training
I am in search for Project Management training for the financial sector. I started with google search and decided, what better place to ask than the project managers using Smartsheet. Is there any initial training, certifications that you would recommend? Thanks!
-
How have you secured buy-in from other departments (business, sales, etc) to use Smartsheet?
Hello! Any tips and tricks to encourage the other departments (outside of Project Management/PPM) to use Smartsheet?
-
MS Project vs Smartsheet connectivity
I have a project that is run in MS Project (Desktop) on clients SharePoint, which we also want to have in our Smartsheet account so that we can track the progress and allocated resources, without duplicating efforts on updating both. I have found this can be done via Data Shuttle (which supports desktop version of MS)…
-
Project Cutover Planning
I have been working to transition my Excel based cutover plan to Smartsheet. I have read the posts about the challenges with Date and Time and having the ability to calculate duration with these challenges. Has anyone identified a truly viable option to track tasks at the minute, hour and day level for both child and…