-
How do you track small contractor jobs within larger project plans?
Hi everyone, I’ve been building out a few project plans in Smartsheet for some upcoming property updates, and one thing I’m not sure how to handle cleanly is tracking small, independent contractor work like when we bring in a concrete contractor or a local crew for a quick 2-3 day job. These smaller jobs aren’t full…
-
Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
-
How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
-
Create a what if scenario using a late start date
I am working with a project timeline with dependencies. I have set up 2 additional date columns for late start and late finish where the late finish date is a formula for late start @row + duration. How can I set this up to calculate all the dependent late dates for start and finish? For example, I have several activities…
-
PMO within a PMO - creating sub-projects for one existing project
I have an extensive PMO setup and working well. I need to create a sub-project within an existing project. The idea is to track sites that are associated with a project. Is there a best practice for this? There will be about 100 sites that need their own project plan, dashboard, etc., and should roll up to the primary…
-
Creating daily work schedule for individual team members (from a master project grid).
Hello, I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool. The system is…
-
Project template sets - weighing options
Hello, all! What's the benefit in using the PMO template set over the Project Tracking & Rollup set or the Construction & Facilities/Multi Project set? In looking at each, and playing around with the PMO set, it seems like it might be more robust than what we need. We have multiple clients, some with multiple projects.…
-
Take our PPM Maturity Assessment to find out your PPM maturity score
Hello, We are excited to introduce the Smartsheet Project and Portfolio Management (PPM) Maturity Assessment, a 10-minute, 18-question assessment that helps pinpoint your organization's ability to manage projects and portfolios through the lens of people, process, and technology. It will also help you identify the best…