The best way to build a portfolio using template set?

Amy M Metzger

Hello - I'm pretty new to smartsheet, but I'd like to start setting up our 2021 project portfolio for our team. What is the best place to start? Should I copy the project folder for each project and start populating? Am I required to use the project intake form (doesn't really apply to our process)?

Thank you!

Amy

Andrée Starå

Hi @Amy M Metzger

It depends on your specific process.

Template Sets are a great starting point.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Amy M Metzger

It depends on your specific process.

Template Sets are a great starting point.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

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 help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Amy M Metzger

Hello!

Let me do my best to describe our process!

Our projects have 2 inputs - quality events that require corrective actions or planned continuous improvement.

All CI projects are sanctioned at the start of the year, with few changes.

I would like to cover change planning, change execution, post-change tasks and effectiveness in each project plan.

With the template, I'm just curious if ignoring the project intake sheet would be a massive mistake, as it may populate items at the portfolio level that I'm unaware of right now. I could always enter all the projects as approved too.

I'm just not clear what the function of the intake form is and how it interacts with the project metadata sheet in the individual projects.

Thanks!

Amy

Andrée Starå

@Amy Metzger

I hope you're well and safe!

Excuse the late response.

Crazy times and I missed coming back to you.

Have you solved it, or do you still need help?

Happy New Year & Stay safe!