IT Portfolio Rollup

Howard

Hi Community,

There have been numerous posts about how to essentially rollup multiple smartsheet projects into a portfolio/dashboard to show overall status information about the portfolio.  I get the essence of the various posts, but before going down those paths to figure-out how to build something from scratch, I'm wondering if anyone has developed what they feel is a good model for how to accomplish this, and would be willing to share their templates/reports?  If so, that would save me a lot of development time.

So, please let me know if you would be willing to share.

Thanks,

Howard

 

P.S.  I know that smartsheet has an add-on that performs this type of functionality, but it's quite expensive to license and implement, so that isn't an option for me at this time.

Mike Wilday

If you don't have the resources to add the dashboard functionality (Business+ accounts) you could do a rollup spreadsheet and use cross-sheet references to create a roll-up spreadsheet using countifs and sumifs. 

Andrée Starå

Hi Howard,

Which account tier are you on? Have you looked inside the Solution Center?

Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting