Streamline my portfolio into smartsheet and workspaces

GeorgeM

I head up a department and manage a event and film portfolio within a company. Key responsibilities include budget management (income and expensese), team management (HR, traning etc), assigning projects to team members, tracking events, own project management, managing enquiries, meetings and track tasks from such, track building developments that impact spaces we use, monitor marketing activity, keep record of invitaitons to events.

Essentially I am looking for a template I cna adapt to various aspects of my department. Much like Planner in microsoft but this doesnt robust projuct and portfolio management.

Ray Lindstrom

@GeorgeM,

This sounds like multiple solutions that can sit next to and rely upon each other for data sharing. I don't believe there is a single solution template that will accomplish all of these things in one. You'll have to piece this together. You can do that by downloading templates that appear close to what you need, and then modifying them to exactly what you need. Or you can start from scratch and develop the solution on your own (my preferred method).

Best of luck!
-Ray