-
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…
-
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…
-
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…
-
Solution Spotlight- Healthcare Capitol Construction Demo
Hello all! Our Commercial Solution Engineering Team is hosting a demo of a capitol construction solution on June 25th at 11am PST. Here is the published Smartsheet Dashboard if you are interested in registering! If you can't make it, but still register, we can send out the recording. We also have a special guest, Neil…
-
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…
-
Start date & End date in resource allocation underlying report from analytics in Resource management
Hi team, As earlier I already posted and shared the idea for large and mid cap organizations to help th data regarding resource allocation start date and end date. As of now if you will generate underlying data from resource management you will get most of the data, project name client, scheduled hours etc but, in Resource…
-
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)…
-
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…