Sub-Projects within a Larger Project within a Portfolio

BStump

We have various distinct teams (Business Development, Engineering, Production/manufacturing, field installation), and we think it best we develop and maintain our projects separately. However, we still have the need they roll up into a parent project, which may in turn roll up into a portfolio.

I believe this can be done, but I am not sure if anyone has done this or created templates for this.

I want to avoid massive projects that are very difficult to use, and I also want to avoid other teams directly changing information and plans of the other teams. I really want to avoid a master PM.

Has anyone done this, and can they share insights?

Bill in Ohio

I have found the template for the PMO: https://app.smartsheet.com/b/publish?EQBCT=8c1ace8ce2d14472a986005d454626d8 to be a great start. This could be modified to have just the sub-projects you want to roll up into master projects. By then linking the masters, you could have visibility without having anyone change anything in another lane.

Having those linked to an organization wide view would then give you the visibility you need without having any team change other teams data.

Have you given a look at what you can build off of that?

BStump

@Bill in Ohio This was my thinking as well, but I wanted to know if anyone is doing this or something similar. Maybe someone has a pre-defined template.

Maybe this is what OnePager is supposed to solve.

BStump

Maybe OnePager is not the best. But maybe the use of Control Center will give me what I want.

https://help.smartsheet.com/articles/2482716-create-multi-tier-projects-control-center

https://help.smartsheet.com/articles/2482714-control-center-multitier

https://help.smartsheet.com/articles/2482715-configure-control-center-multitier