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Timeline using Portfolio report
I am attempting to use a timeline from a portfolio report on my dashboard but after setting it up I keep receiving an error - Columns used to configure this widget have been deleted or changed. I have took all filters and grouping off of my report and it still showing this error. I don't know how I can get around this…
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Early adopter - New Portfolios feature
Hi, regarding the new portfolios feature I can't find documentation. Can someone help me to find the documentation? Many thanks
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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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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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Portfolio Template with Capacity Waterline Help
I'm thinking of transitioning my current project portfolio to this template that includes a capacity waterline but I'm having trouble getting started. Usually the templates include a guide on where to start and how the data flows between the sheets, reports, and dashboards but I can't find it for this one. Thanks in…
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Simplified Visual Portfolio View
Hello, I am currently using the Project Management Office Template. I have many many projects in here. I am having trouble visualizing the Gannt charts when trying to pull in a lot of projects and compare. I'd like to get something very simple like this: I need to be able to see: How many projects I need to close per month…
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How can I automate dashboard charts?
Hi everyone, I'm fairly new to Smartsheet and looking for some advice. I'm in the process of building a project portfolio dashboard and would like to automate a 'Workload Distribution' chart. Currently, I have to manually update a separate metric sheet that serves as the data source, however, with how frequently the data…