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Smartsheet Best Practice Webinar Series | S1E1: PMO Template Set 

Smartsheet
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Welcome to the first episode of the Smartsheet Best Practice webinar series led by the Smartsheet Customer Success team in APAC. This session will feature a deep dive into the project management template set and core Smartsheet features covering:
- Sheet
- Features Automation
- Reports
- Forms
- Dashboards
- Publishing/Sharing
We also have some time for Q&A where we cover pre-submitted questions and live Q&A from the attendees.
These sessions are a great opportunity to listen to your peers’ questions, use cases, share best practices, ask your own questions, get help with solutions, or receive a short refresher training on topics you choose.
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Опубликовано:

 

21 сен 2024

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Комментарии : 10   
@MattMoore-b4s
@MattMoore-b4s Год назад
Very helpful as a new Smartsheet user trying to set up the PMO office. I have a couple of questions: 1. Is it difficult to adapt the PMO template for a larger structure like mentioned in the video? Would love 1 more layer that has a specific program and having individual projects under each program, PMO level -> programs -> projects within the programs and the ability for all to roll back up to the PMO level. 2. At the project intake sheet, is there an opportunity to change the Project ID naming automation from the current SM-004,005, 006?
@DocJasper
@DocJasper Год назад
Very helpful. Thank you!
@RamarR-yr8qk
@RamarR-yr8qk Год назад
hi team how can i add dropdown list in primary column ?
@anishinde1354
@anishinde1354 2 года назад
If you have any questions about this webinar, feel free to ask me here!
@naeemejaz3541
@naeemejaz3541 2 года назад
Great work ani
@anishinde1354
@anishinde1354 2 года назад
Thanks Naeem!
@jacobm8tysek
@jacobm8tysek Год назад
How come on mine I cant see Connections?
@anishinde94
@anishinde94 Год назад
This is an enterprise plan function. Are you on the enterprise plan?
@spurthi1792
@spurthi1792 Год назад
How do you describe a Metadata?
@anishinde94
@anishinde94 Год назад
Metadata is a sheet that contains profile information about one or many projects. In Smartsheet, this sheet is applicable when capturing and reporting high-level information without having to dig through project plans and registers. Metadata should also contain summaries for project health and status. Your portfolio dashboard will connect to multiple metadatas' for visuals.
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