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Best Practices for IT Portfolio Management
Hello Smartsheet Community, I'm brand new to the Smartsheet community and I wanted to get the community's thoughts on best practices on using Smartsheet for IT Portfolio Management. We are planning to utilize Smartsheet in the following ways and have done some work creating a proof of concept: - IT Project Intake Form -…
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Proactive with Error Messages - Report
Is there a way I can be proactive about error messages that apprear on my various sheets, reports and dashboards? Like provide me some type of report, so I can go to those pages and get things fixed? I would not even know how to set anything up, as there are multiple sheets, reports, dashboards I manage.
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Program Toolkit: How to rename program through control panel & Keep existing cell links.
I have several program folders with smartsheet templates connected to a blueprint, managed by Control Center. My question is this; How do I change the program name of a folder and its sheets while retaining all existing cell links? Additionally these programs roll up into other sheets for reporting and dashboards, These…
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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Recommended Smartsheet Automations or Integrations
Hi Smartsheet Community, I'm working on enhancing the PMO process in Smartsheet and was curious—what are some game-changing automations or integrations you’ve added that made a significant impact? Whether it’s streamlining workflows, improving reporting, or enhancing team collaboration, I’d love to hear your…
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Several Master Sheets vs Just One
Hi Smartsheet community, I would kindly ask for your best practices/recommendations to handle the following situation in a large company where we are using the PMO Template for managing IT Projects. When we built the solution, we started with two main files: DataSource → List of demands and details, sourced from our…
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Organizing lots of Smartsheet
Howdy, I work on a large-ish team (70+ members) where only a 4 of us have Smartsheet licenses; we have developed a lot of tools and sheets using the Smartsheet platform, but because the majority of our team doesn't have the ability to create folders or organize files they are ending up with a long list of lists. We were…
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Best Practices on Managing Changes to Smartsheet Items
Hi all, My organization uses smartsheet to manage our projects and we're are currently running dozens of projects out of it. We use standard templates we built for our projects that include: sheets, reports, and dashboards. Every time a new project starts up we make copies of those templates and tailor it to the project.…
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Community Category: Best Practice
Welcome to the Best Practice Category in Community! With so many great discussions happening we see incredible solutions being built out by our members. This category is a place to find creative solutions, tips and tricks, and best practices. The Smartsheet Community Team will collect nominated posts and put them here in…
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…