Strategic Portfolio Management

Janell Frontone

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!

Bassam Khalil

Hi @Janell Frontone

Hope you are fine, you can find in smartsheet solutions center many templates ready to use and you can start designing your organization template using it as a start, the following template is a sample:

https://app.smartsheet.com/b/publish?EQBCT=dcad25392a934378a23c6b40d7bd6452

you can find more solutions in the following

https://app.smartsheet.com/new

Genevieve P.

Hi @Janell Frontone

To add to @Bassam.M Khalil's good suggestion of starting from a template, I wanted to let you know that based on your company's plan, you are eligible to book Pro Desk sessions. These are are 30-minute coaching sessions over screen share with a Smartsheet employee where you can discuss best practices or ask your specific questions. You can book sessions and learn more from this page: https://www.smartsheet.com/pro-desk.

Let me know if you do not have your company's access code and I can message you privately with this information.

Cheers!

Genevieve

Community Moderator