Strategic Portfolio Management

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Is anyone using SmartSheet to manage your organization's project portfolio?

My team is new to SmartSheet. We have some detailed questions about how to design reporting and dashboards that assimilate data across multiple sheets. Each portfolio has a different management process at the moment and each needs to be linked to our organization's annual strategic goals.

Looking for an organizational contact who has done this type of work within SmartSheet and/or a SmartSheet resource who can provide some specific technical direction.

Thanks!

Answers

  • Chris Mondeau
    Chris Mondeau ✭✭✭✭✭✭
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    @Janell Frontone our team is in the Construction space so we use workspaces as a Company level organization. Inside that workspace we have folders for each project, and sheets that pertain to that specific resource (daily reports, rfi's, etc.) All of our operations reports reference the workspace as a whole and use filters to sort out only the sheets we need. This works great as all you have to do is keep adding new folders to the workspace, and your reports never need to be re-configured.