-
How Do Portfolios Work
I am trying to figure out how to use the Portfolio module in Smartsheet - with no luck. The support pages aren't helping. I have projects set up already in their own workspaces with Project Plans and RAID logs. How do I get a Portfolio to use these items? I need like step by step instructions. I'm trying SS support pages,…
-
How are you using Smartsheet's API with the Claude connector integration?
I'm curious to see how others are utilizing Claude Coworks, automations and reviews or otherwise with their Smartsheet in order to work more efficiently alongside the capabilities Smartsheet already houses. I know the answer possibilities are never-ending, so I'm really excited to hear what magic you've all been able to…
-
Creating a portfolio level RAID log
I'm wondering how others have used Smartsheet to create a portfolio view of risks and issues. We aren't a large organisation and there is a lot of interdependence between different projects. It feels like overkill to create a separate RAID log for every project. I'm thinking about adding a column to the RAID log that will…
-
New Portfolio feature Question
We are using the new EAP feature called Portfolio to manage projects in Smartsheet. I want to try out some of the features in there such as report building across the entire portfolio, but I don't know where to access that feature. Specifically, I'm reading through the PDF documentation and on page 7 is shows that you can…
-
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