Is there a webinar or video tutorial on how to set up the Project Management Office template?

Andrea Tung

I seem to get stuck whenever I try to add an additional project and the formulas between sheets don't seem to transfer properly. I've reviewed the written instructions several times but I can't figure out what I'm doing wrong. I would love to see an example of how to set up multiple sheets that roll up to the dashboard. Thank you!

Bassam Khalil

Hi @Andrea Tung

Hope you are fine if you like i can help you to build all the applications you need to manage, monitor & control every part of your process to lead to the successful delivery of your projects.

please call me on my Email and we will arrange for a zoom meeting to discuss all your demands.

Andrée Starå

Hi @Andrea Tung

I hope you're well and safe!

Have you explored and looked at the example Template Sets in the Solution Center? They are excellent starting points.

Here are two that show two different ways to set it up.

https://www.smartsheet.com/marketplace/template-sets/project-management-office

https://www.smartsheet.com/marketplace/template-sets/marketing-campaign-management

Also, I'd be happy to take a quick look at your current solution and recommend the best way forward.

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

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Hayden Booth

https://app.smartsheet.com/b/publish?EQBCT=8c1ace8ce2d14472a986005d454626d8

If you scroll to the bottom of the page where the template is downloaded, there is a short tutorial on the features of the template set. There are gifs that go through each dependency. I opened up two windows and built a sample project in the templates while watching the gifs and reading the tutorial. It takes a bit of work to get it dialed, but you can figure out the workflow with a bit of persistence.

Kelly Pratt

@Andrea Tung - Hi Andrea! Our company did a webinar on How to Set Up a PMO in Smartsheet. This reviews how to take the Smartsheet PMO template and make it work for your business. Check out the link here: https://www.youtube.com/watch?v=nA2WVanaXpA