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.
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
Maximum Number of PDUs: 1.5
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.