Portfolio WorkApps goes live at ENGAGE 2022

Adam Lang

Hi Community, 

Our goal at Smartsheet is to improve the way everyone works, and that includes driving collaboration at scale across teams and organizations. In support of that goal, we are excited to announce the general availability of Portfolio WorkApps, a new feature that will help organizations scale and collaborate more effectively. 

Portfolio WorkApps streamlines project and portfolio management by combining the power of Control Center, enabling teams to deploy standardized, consistent project plans with a click of a button, with the simplicity of WorkApps, providing one location to access and report on details across your portfolio.

With Portfolio WorkApps, you can create tailored experiences for every member of your team. Portfolio managers, executives, project managers, and stakeholders can go to a single Portfolio WorkApp but have different experiences depending on the access they've been granted and how they are involved in a project.

Plan/Advance Eligibility: 

It is available for new Control Center programs on Smartsheet Advance or an Enterprise plan with Control Center added on. 

IMPORTANT:There is no way to convert an existing SCC program to a Portfolio WorkApp, it requires a full rebuild with our professional services team at this time.

You can learn more about Portfolio WorkApps in this blog post or help article!

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manley85am

@Adam Lang I understand that if we have an existing Control Center plan and want to take advantage of the new Portfolio WorkApp experience we will need a new blueprint spun up and configured to use the Portfolio WorkApp.

If we did this, would we still have the option of working in projects via the folder structure we've already been used to or are we instead required to use the Portfolio WorkApp and the setup roles to interact with projects? Or will getting the new blueprint spun up to work with Portfolio WorkApps just give us the option and ability to use the Portfolio WorkApp capability but can still use the workspace/folder structure as we've done in the past?

Hopefully that makes sense, just trying to see what all is required to switch over and what we would gain and potentially lose doing so. The blogs and articles are helpful, but don't really provide enough detail as to what is required and what we will gain/lose.

Thanks!

Kleerfyre

@Aaron Manley based on what I have been working on for the past few days, you can access it either way. The new Portfolio WorkApps just gives you a different interface for accessing your program, it doesn't remove the folder access. Hope that helps!

-Jonathan