Setting up a Project Portfolio- next steps

Kim M

Hi all,

I am new to the community and pretty new to Smart Sheets. I have been tasked with creating a project portfolio with a hopper of projects ready to start when resources become available. I have built the project portfolio linked to the individual projects but it is static at the moment. To get the next phase I have three questions:

How do I set up the portfolio to auto update key fields from the project plans?

Second, I need to track project resources both at the project and portfolio level. Not all of these resources are SmartSheet license holders because the org only sees it as a project management tool. I want to show it as a dynamic tool for the company to plan its projects, people and portfolio better. Do I need 10K feet for this or is there another way for a business license holder?

Lastly, is there a way to autogenerate weekly status reports from each project plan?

Andrée Starå

Hi @Kim M

I hope you're well and safe!

Welcome to the Community and the wonderful world of Smartsheet!

There are multiple ways to structure it. How many projects will you have in total?

How are they linked now?

You can add resources without them having a license.

10,000ft is fantastic.

Yes, it's possible to automate sending weekly reports.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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