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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,…
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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…
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Merged: Add Required Field Validation to Automated Update Requests
This discussion has been merged.
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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…
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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…