This course is for licensed users who have a solid foundation of the Smartsheet Solution Framework, know about collaboration, automation and formula features and want to create standardized processes and move from single-level views to portfolio-level views.
• Describe the Scalability Model within a Smartsheet Solution Framework
• Work with a sheet that will capture new project requests (AKA Intake Sheet)
• Work with a sheet that will consolidate metrics across projects (AKA RollUp/Summary Sheet)
• Standardize assets to be used as templates for new projects
• Create a portfolio-level dashboard
Duration: 90 minutes
Course Description: This session will provide the participants with a scalability model to transform an existing solution and convert it to a portfolio-level solution, providing reporting and visualization at a high-level view.
Knowledge of sheets, reports, dashboards, and how they connect. Knowledge of sharing and collaboration, automation, and formulas. Familiarity with the other topics in the intermediate track. Familiarity with the template set.
• Download and familiarize with template set: Project Management Office
• Watch video Managing Projects with Smartsheet
• Watch video: Turn Your Process Into a Smartsheet Solution
• Review the Smartsheet Advanced Track