PMO Template Set - Need another level of folders

Hello Gurus,

We are in the process of implementing the Smartsheet PMO solution from the template set. We've done some customizations and we think this is really going to meet our needs.

One thing we do need is the ability for each PM to see a dashboard for just the projects they are managing.

In the template set there is a Project Level folder and a Portfolio Level folder. We need to be able to group Project Level Folders (or the information in them) by Project Manager so each PM can quickly view status of their reports and then they all roll up to the Portfolio level.

What's the best approach to do this without adding too much overhead admin work when new projects are added?

Hoping someone has already cracked this nut for me!



  • Heather Duff
    Heather Duff ✭✭✭✭✭✭

    Hi @Andrea Zenner,

    Have you looked into WorkApps?

    WorkApps may provide you with the solution you need - you can create specific user roles within a collection of sheets, dashboards, and reports, and customize access based on their roles.

  • Yes, I LOVE WorkApps but the group doesn't want to license everyone who is going to need access. I can push that again, but am looking for a solution that doesn't require more licensing.


  • Heather Duff
    Heather Duff ✭✭✭✭✭✭

    @Andrea Zenner Ah - yep, that's the problem we have as well. It's the perfect solution aside from the whole licensing thing, which is kind of a deal breaker.

    Hopefully somebody else will have a better idea for you.