Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Guidance on using Smartsheet to support PMO processes

SmartUser
SmartUser ✭✭
edited 12/09/19 in Archived 2015 Posts
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Β Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc.. Β I am wondering how I can wrap the same functionality up in Smartsheet i.e. do I create a template workspace and hand this out as each project starts or do I create a template sheet ?
Β 
I would also like to create a dashboard for RAG Status reporting across the entire portfolio of projects.
Β 
Would like to hear from anyone that has made or started this journey and would appreciate any guidance/advice.

Comments

  • Tammy Adam
    Tammy Adam ✭✭

    We have also migrated from Microsoft Project to SmartSheet.Β  We have created a standard project template used for all Projects so that we have common fields to report on, either at the resource level or project level.Β 

    Β 

    So far, we keep all of our supporting documentations (scope, minutes, supporting documents, etc.) in an internally housed system.Β 

    Β 

    I'm finding that overall project status reporting is a bit manual, so am looking for suggestions in that area as well.Β  I have developed some reports but they aren't viewable in a gantt format yet.Β 

  • Travis
    Travis Employee

    Hi SmartUser! You might also want to check out this thread where users gave suggestions for PMOs and creating dashboards: https://community.smartsheet.com/discussion/project-managementpmo-tips

  • Jan Peters
    Jan Peters ✭✭✭✭

    We use SmartSheet for both project plans and tracking site conversions. Has anyone created a Project Plan Template that can then be duplicated and used as a baseline to create new projects in SmartSheet?Β  If so, can you please share with me how you can duplicate?Β  Or, I'm open for other ideas/suggestions.Β 

    Thank you!

    Jan

This discussion has been closed.