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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…
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Portfolio Updates to Leadership
Hello, I'm exploring ways to enhance how our team shares portfolio updates with leadership. Currently, we rely on PowerPoint presentations with screenshots from SS or direct snapshots of our dashboard. I'd appreciate any suggestions on how we can make these updates more elegant, insightful, and impactful.
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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…
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Formula for Cross-Sheet References Based on Row/Task Information
Is there a way [in the Core App - without Control Center] to create a formula that pulls in data from another sheet via cell linking, but is set up in a way that it can be used in a repeated use template? To give an example of what I'm trying to do: I have a set of projects that are fairly consistent as far as activities.…
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Suggestions for Risk Register Reporting
We have created a blueprint for all projects to have the same workspace within Smartsheet. Part of this includes a mandatory Risk Register that all projects are required to update monthly. I'm in the process of creating portfolio reporting for my leadership team that includes an overarching dashboard and some separate…
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Job Seeker: Second Act Alignment
Hello Smartsheet Community - I am looking for work and I wanted to put my credentials out there just in case someone in our community knows someone who knows someone who needs someone. 🙂 Thanks in advance. Be safe, be smart! ~Yvonne https://us.v-cdn.net/6031209/uploads/UJM67C0LUZ0Z/smythe-yvonne-resume.pdf
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Nested INDEX/MATCH formula for conditional cross-sheet reference use case
I am currently using the following INDEX/MATCH formula to return values from the sheet labeled "Tech Project List" in the reference. =INDEX({Summary from Tech Project List}, MATCH([Tech List Row ID]@row, {Project ID from Tech Project List}, 0)) I now want to expand that formula to include a condition: If #NO MATCH on Tech…
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Smartsheet Implementation: Overcoming Common Challenges in Change Management.
Hi everyone, I wanted to share some insights on how we’ve been using Smartsheet to tackle some of the most common challenges in change management. Whether you’re dealing with leadership alignment, struggling to keep projects on track, or facing difficulty engaging teams during a change process, I’ve found that having a…
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Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding…