-
Will anything in Control Center break if I add child items to a parent?
I have set up our Control Center to provision initiatives. We assign a unique ID to each initiative that is used for time tracking in our PSA system. However, about 5% of our initiatives need to have more detailed time tracking codes but the time will roll up into the overall initiative. Here's an example (where the unique…
-
SUMIF(S), AND, IF, Checkbox formula functions
Hi brainstrust, I am trying to build a resource conflict formula(s) that deliver the end results of: If a project row has overlapping dates AND has the same resource type(s) selected (different columns with check boxes) as the date-conflict project rows, return a "conflict" result. AND If a project has a resource type(s)…
-
Program Management within PMO structure
I need to set up a Program (Multiple projects). What is the best way to do this within my portfolio? Set up each project in the program as a separate projects? add these projects as separate sections within one project plan? Ultimate goal is the have a status for the program and have the program report as a status in the…
-
Automatically Generate Process Maps for Projects/Portfolios
The template helper is useful when it shows the template sets setup with process maps. This request is for projects created from scratch - if we could have Smartsheet generate the process map automatically it would be super helpful Explaining to team, leadership, stakeholders - how things work Onboarding and training…
-
How can I make a graph from a report in the Portfolio level?
It appears that I can only make a graph of the whole report instead of only one column. Is this possible to do? If not, do I need to make a sheet of the data of every single column of the portfolio? For example: I need a graph of the column "Responsible area" of the portfolio, to get the data of how many projects has each…
-
How to set up a Card View of tasks for one team member at the portfolio level
I'm trying to set up a kanban board for my team members so they know what work they have across multiple projects. How do I do that?
-
Creating a Portfolio Dashboard with existing workspaces
I need help creating a specific Portfolio Dashboard that collects information from workspaces for projects that already exist. I don't want to change our current reporting but be able to have a separate dashboard that reports on these specific projects, drawing in risks, RAG status etc from their current workspaces. Has…
-
Blueprint - Update a sheet summary column for all projects
Hi, I am using blueprint to manage over 600+ projects. It has come to my attention that the working team wants to add 10 new data points. What I have been doing is adding those 10 new data points in a "Site detail & metric" sheet for each project, then going into the blueprint to add the new columns. I know it won't…
-
SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
-
Portfolio Dashboard - best way to showcase multiple phases within each project
Hello Community, We have multiple projects that are in not just ONE phase but have overlapping of phases within a project. We are trying to find a way to be able to display this in a visual representation? Not sure if we would filter out the full list of phases and only show key milestone phases? this is for development of…