IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting

IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting

This session will provide participants with a scalability model to transform an existing solution and convert it to an IT PMO solution, providing reporting and visualization at a high level

Overview

This session will provide participants with a scalability model to transform an existing solution and convert it to an IT PMO solution, providing reporting and visualization at a high level. This class follows the process of using an intake sheet for demand management, leveraging the use of templates to consistently manage projects, and providing different approaches to reporting at the portfolio level through formulas and roll-up sheets.

Learning Objectives:
At the end of this course, participants will be able to:
Create a sheet to capture new project requests
• Create a Roll-up/Summary sheet to consolidate metrics across projects 
• Create a portfolio level dashboard 

Duration: 90 minutes 

Audience: IT teams

Prerequisites: Smartsheet License, Sheet Foundations, Form Basics, Automated Workflows, Fundamentals of Reports and Dashboards 

Features Covered: Features included in this course are Automated Workflows (alerts, approval requests), Formulas (COUNTIF, SUMIF, HAS, CONTAINS), Reports, and Dashboards.

Questions? 

Contact training@smartsheet.com

Register/Launch Live Training

Event Date Spaces left
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 45
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 50
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 49
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 50

Live Sessions

  • Register/Launch Live Training
  • Next Steps
  • Explore IT PMO Accelerator Program

Overview

This session will provide participants with a scalability model to transform an existing solution and convert it to an IT PMO solution, providing reporting and visualization at a high level. This class follows the process of using an intake sheet for demand management, leveraging the use of templates to consistently manage projects, and providing different approaches to reporting at the portfolio level through formulas and roll-up sheets.

Learning Objectives:
At the end of this course, participants will be able to:
Create a sheet to capture new project requests
• Create a Roll-up/Summary sheet to consolidate metrics across projects 
• Create a portfolio level dashboard 

Duration: 90 minutes 

Audience: IT teams

Prerequisites: Smartsheet License, Sheet Foundations, Form Basics, Automated Workflows, Fundamentals of Reports and Dashboards 

Features Covered: Features included in this course are Automated Workflows (alerts, approval requests), Formulas (COUNTIF, SUMIF, HAS, CONTAINS), Reports, and Dashboards.

Questions? 

Contact training@smartsheet.com

Live events

Register/Launch Live Training

Event Date Spaces left
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 45
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 50
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 49
IT PMO: Scaling Solutions for Consistency and Portfolio Level Reporting 50

Live Sessions

  • Register/Launch Live Training
  • Next Steps
  • Explore IT PMO Accelerator Program