Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
The posts in this section are historical and no longer monitored for accuracy. If this discussion interests you and you'd like to join in, please visit the active Community to post and engage.
I was wondering if anyone had a project sheets that they use in a portfolio tracking scenario that they would like to share. The project porfolio roll up solution on this site does a nice job of showing how to use a metadata column to call out report data. I'd like to see how others have gone about managing their projects.
Hello Jamison,
I am not able to show you my sheets because of the sensitive data but we essentially took this solution and tailored it to fit our company. We build our sheets out with project details and plans then build separate sheets to track tasks and actions. Finally with reports were are able to quickly see information about what tasks are still ongoing, at risk, completed, etc.
https://www.smartsheet.com/pm-solutions/project-task-management
