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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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Roadmap view of timing plans + capacity?
Is it possible to set up roadmap that pulls all timing plans together? And that is shows by filtering PM or designer their capacity? What's best way going about it?
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Hammock Task Creation
One of my clients uses Hammock Tasks to represent Project Management and Organizational Change Management in their projects. A Hammock Task is one whose Start and Finish dates are driven by different Milestones. The Start Date would be the date of one Milestone and the Finish Date would be the date of a subsequent…
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How Do Portfolios Work
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,…
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Project Management Workflows in Smartsheet – Looking for Input
Hi Smartsheet Community, I’m looking for some ideas and best practices on how others are managing project tasks and ownership within Smartsheet project plans. Our team is trying to build a cleaner, more standardized process for tracking project work, especially around assigning tasks, managing updates, and keeping project…
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Time Reporting Against Projects
We are looking for a simple method of capturing daily time by hours or percentage for resources that are assigned to various type of initiatives. Reporting of this time is at a initiative task by week, by month, by quarter, etc. We've tried: Timesheet (Grid) by day: Create a sheet for each resource with the initiative as…
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New portfolio feature for Enterprise customer and archiving projects
Smartsheet has new features for portfolio management for Enterprise customers and we are evaluating the feature. So far, it is great but I am wondering how to archive projects once completed? There doesn't seem to be an option and deleting the project is not an option. Any ideas on what to do? thanks, Francis
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Help with Data Mesh issue
I am trying to Data mesh a report summary to a sheet so i can show KPIs for multiple project sheet summaies onto my dashboard. I am getting the attached error code whenever i select the sheet summary report for the the mesh. 1. why am i getting this error, can i use sheet summary report as a source for data mesh? FYI - i…
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Copy of PMO suite
Hello I am new to Smartsheets! I have my PMO suite and when I made it I made a copy of it incase i broke something. I broke my metadata sheet and lost all the formulas. I did figure out how to put them in but there a ALOT of sections to fix. My question is can I just copy my copy of my meta data sheet into my old folder…
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New Portfolio Feature Question
Can we edit this detail section? I want to add/delete these titles. If so, how? Thanks!
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Continuously update a single cell from a regularly updating form?
Hi, I'm new to Smartsheet and was asked by a colleague if this was possible. We're tracking maintenance needs for on-site business assets that will be managed by a large group of employees. I have a sheet with each asset and their subsequent maintenance needs, plus fields for date of most recent update for each. I want to…