Adding more than 3 categories to PMO template


Hi there!

I need to add additional categories beyond the 3 that are pre-built in the PMO template. I can add a category to the intake form and add a column in portfolio metrics but I'm getting stuck on the formula to have it reference back to the project intake sheet. Any assistance would be greatly appreciated! My web search is coming up short....

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hey @mhinkley

    Thanks for clarifying where you're stuck! Here are the steps to add a 4th Category (that you would repeat for other categories).

    1. Add to the Column Properties

    2 - Add the new column with the column name in the first row in your Portfolio Metrics sheet

    3 - The for the formulas, take the formula in Category 3 and drag-fill it over to the right. This will update it to look at your new column title instead of Category 3:

    You can do that with all the formulas down the column, drag them over one:

    Let me know if that works for you!




Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!