Portfolio Management

Merged: Add Required Field Validation to Automated Update Requests
This discussion has been merged.
Portfolio Visualization
I've created a report in Smartsheet that looks at all active projects and pulls specific columns in. This allows us to look at a high level Gantt of individual tasks across all projects. I'm struggling with two aspects, though. I want to be able to filter to see what activities are happening in a given quarter. To do this…
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…
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
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…
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…
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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Portfolio Management

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