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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…
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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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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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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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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
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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…
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formulas got messed up, and I don't know how to fix it
I'm using the Simple Project Portfolio template. I messed up one of the formulas on the Portfolio Metrics sheet, and now my dashboard and intake is messed up. How do I fix this?
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Creating a Portfolio View for Project Outcomes
Hello- I am trying to create an executive view for our portfolio that highlights the Project owner, status, summary, and then active issues, risks and changes. Mock up: I have created summary fields within the project plan, QRAIDD log and change log in order to get the count like my mock up above and am creating a summary…
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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…
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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…
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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…
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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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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…
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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…
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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)…