Portfolio Formation

Rod Sanderson

Dear Team,

I have been building my Smartsheets and creating work flow.

Now I want to build a PORTFOLIO Sheet to pull data from my Smartsheets. I have been using a template so far but I want to build my own.

How do I form a PORTFOLIO Sheet? How to I link it to my files/folders? How to I get it to count a category? So for example I have a Sheet called 'ORDERS' in this sheet I have all my orders. This sheet will become my master sheet linked to the folders that have each Order in it. So for example I have an order for a metal bar that need to be cut, welded, and painted. This is order 111, this order should upline from the folder to the master Smartsheet. This master Smartsheet will have columns 'Health' (RYG), "Status" (Not Started, In Process, Complete), and "Category" (Welded, Outsourced) - How do I create a Portfolio Level Sheet linked to a Dashboard to show A) Projects Not Started, In Progress, complete b)Projects G/Y/R c)By category Weld/Pass through.

Logic:

Visual Project by Status

Project by Health

Under Categories of Weld and Pass Through?

Also link to Project RED

Paul Newcome

Do you have access to the premium add-on Control Center? You have a perfect use case for it. Without it, you are looking at having to manually link each project to your summary sheet.

Andrée Starå

Hi @Rod Sanderson

I hope you're well and safe!

I agree with Paul; depending on the number of projects you have yearly, I would recommend the same.

How many projects on a monthly/yearly basis do you expect now and a year ahead?

More info: 

https://www.smartsheet.com/marketplace/premium-apps/control-center

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Rod Sanderson

Excellent - thank you men! I have tweaked the template a bit and currently is it sort of working but I have reached out to a Smartsheet Business consultant for an appointment next week to enquire about costing etc for the Smartsheet control center recommendation you guys sent. TY again!

Paul Newcome

@Rod Sanderson If you are entertaining bids, I would be happy to throw my hat in the ring. Feel free to reach out to me at "paul.newcome@10xviz.com" if you would be interested in setting something up.

Andrée Starå

@Rod Sanderson

Happy to help!

I'm a Smartsheet Expert Consultant & Partner.

I'd happily schedule a free discovery call to discuss your needs and how I can help.

How does that sound?

Please e-mail me at andree@workbold.com, and we will take it from there.

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!