Strategic Portfolio Management
Is anyone using SmartSheet to manage your organization's project portfolio?
My team is new to SmartSheet. We have some detailed questions about how to design reporting and dashboards that assimilate data across multiple sheets. Each portfolio has a different management process at the moment and each needs to be linked to our organization's annual strategic goals.
Looking for an organizational contact who has done this type of work within SmartSheet and/or a SmartSheet resource who can provide some specific technical direction.
Thanks!
Answers
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Bassam Khalil ✭✭✭✭✭✭
Hi @Janell Frontone
Hope you are fine, you can find in smartsheet solutions center many templates ready to use and you can start designing your organization template using it as a start, the following template is a sample:
you can find more solutions in the following
☑️Are you satisfied with my answer to your question? Please help the Community by marking it as an( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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Genevieve P. Employee AdminTo add to@Bassam.M Khalil's good suggestion of starting from a template, I wanted to let you know that based on your company's plan, you are eligible to book Pro Desk sessions. These are are 30-minute coaching sessions over screen share with a Smartsheet employee where you can discuss best practices or ask your specific questions. You can book sessions and learn more from this page://www.santa-greenland.com/pro-desk.
Let me know if you do not have your company's access code and I can message you privately with this information.
Cheers!
Genevieve
Community Moderator
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This should work, just needed to add in a + before the [CS Lead] element<\/p>
=[Client Short Name country - Project name]@row +\" - \"+ [Event Location]@row + \" (\"+<\/strong> [CS Lead]@row + \") \"<\/p> hope that helps <\/p> Thanks<\/p> Paul<\/p>"},{"commentID":401159,"body":" Hi @L Darvesh<\/a>,<\/p> You need a + between the opening bracket and the [CS Lead]@row:<\/p> This is what's causing an #UNPARSEABLE error to crop up.<\/p> Hopefully this resolves the issue!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":112005,"type":"question","name":"I want to count past due tasks using 2 date columns.","excerpt":"Hello all, I'm trying to count overdue tasks by using 2 different date columns. I'm currently using this formula , =COUNTIFS([Hardware Actual Construction NTP]:[Hardware Actual Construction NTP], <[Hardware Planned Construction NTP]:[Hardware Planned Construction NTP]) However, whatever dates get put into the columns the…","snippet":"Hello all, I'm trying to count overdue tasks by using 2 different date columns. 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<\/img><\/a>\n <\/div>\n<\/div>\n
