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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…
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…
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…
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…
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…
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,…
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…
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…
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…
Looking for a BRD template that someone may have built and wants to share.
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