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Multi Year Metric Dashboards
I am looking for some examples and advice on how some of you have set up multiyear metrics. One example of what I am currently working on: I have Behavioral health completing surveys where a lot of the questions are an best to least answer or 1-5 value to choose. They currently track quarterly and by year for metrics. So…
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New Portfolio feature Question
We are using the new EAP feature called Portfolio to manage projects in Smartsheet. I want to try out some of the features in there such as report building across the entire portfolio, but I don't know where to access that feature. Specifically, I'm reading through the PDF documentation and on page 7 is shows that you can…
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Best Practices for EPMO Portfolio Dashboard as a start
Hi, I am setting up an EPMO Dashboard to track portfolio progress on our strategic projects, which use a mix of waterfall, agile, and hybrid methods. Since EPMO (one person) is a new department within a non-profit organization (around 75 staff members), one of our main goals is to create and maintain executive project…
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How to prevent entire Gantt timeline from shifting when updating activity dates? (Float reduction instead)
Hi everyone, I’m looking for some guidance on how Smartsheet handles float and dependencies in a Gantt project schedule. I’ve built a Gantt plan with several tasks linked through dependencies, and I can see the calculated float/slack between activities. When a small delay occurs on one activity, I update the start date to…
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50+ Multi Select Formula + Workflow Suggestions
Hello! We are needing suggestions on how to better setup / populate estimated costs in our current workflow below. We are also open to rebuilding the two sheets and overall workflow as well. Currently we have the workflow setup as follows - Sheet 1 - Column 1 = "Request Set NAME", Column 2 = "Price" *Note - there are…
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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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Roadmapping with data living in SmartSheet
Hi all - Currently some functional areas of my organization are doing roadmaps similar to the image attached for their leadership. There's a desire to have the data for these roadmaps live in SmartSheet and push towards report automation. They really like the condensed view with multiple items in a lane (vs rows on rows on…
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Admin Center has been Buggy
Hello All, While Smartsheet continues to be a critical tool for our teams, the issues we’ve encountered in the Admin Center are beginning to impact efficiency and confidence. Some of the recurring areas we’ve raised include: User Stability: Users who we delete seem to randomly come back into our user lists. Has this…
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Portfolio Visualization
I've created a report in Smartsheet that looks at all active projects and pulls specific columns in. This allows us to look at a high level Gantt of individual tasks across all projects. I'm struggling with two aspects, though. I want to be able to filter to see what activities are happening in a given quarter. To do this…