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Suggestions for Risk Register Reporting
We have created a blueprint for all projects to have the same workspace within Smartsheet. Part of this includes a mandatory Risk Register that all projects are required to update monthly. I'm in the process of creating portfolio reporting for my leadership team that includes an overarching dashboard and some separate…
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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…
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Job Seeker: Second Act Alignment
Hello Smartsheet Community - I am looking for work and I wanted to put my credentials out there just in case someone in our community knows someone who knows someone who needs someone. 🙂 Thanks in advance. Be safe, be smart! ~Yvonne
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Nested INDEX/MATCH formula for conditional cross-sheet reference use case
I am currently using the following INDEX/MATCH formula to return values from the sheet labeled "Tech Project List" in the reference. =INDEX({Summary from Tech Project List}, MATCH([Tech List Row ID]@row, {Project ID from Tech Project List}, 0)) I now want to expand that formula to include a condition: If #NO MATCH on Tech…
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Smartsheet Implementation: Overcoming Common Challenges in Change Management.
Hi everyone, I wanted to share some insights on how we’ve been using Smartsheet to tackle some of the most common challenges in change management. Whether you’re dealing with leadership alignment, struggling to keep projects on track, or facing difficulty engaging teams during a change process, I’ve found that having a…
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Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding…
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formulas got messed up, and I don't know how to fix it
I'm using the Simple Project Portfolio template. I messed up one of the formulas on the Portfolio Metrics sheet, and now my dashboard and intake is messed up. How do I fix this?
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Creating a Portfolio View for Project Outcomes
Hello- I am trying to create an executive view for our portfolio that highlights the Project owner, status, summary, and then active issues, risks and changes. Mock up: I have created summary fields within the project plan, QRAIDD log and change log in order to get the count like my mock up above and am creating a summary…
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Dashboard as a widget on dashboards
For more dynamic portfolio visualization, it will be nice to be able to add existing project dashboards (being updated real time) on Smartsheet as widgets on a portfolio dashboard with a dropdown widget of some sort to be able to toggle between project dashboards while still on the portfolio dashboard. While I am able to…
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Dashboard for Existing Project Portfolio Reports
Hello, We have approximately 300 projects built out at the project level with a summary report. We did not implement an intake sheet as this portfolio predates use of Smartsheets. I am trying to build a portfolio dashboard that does not require use of the intake sheet that some of the portfolio templates require. I've…
