
Design measurable goals using a noun plus linking verb plus adjective or adverb phrase, and tie them to metrics in Smartsheet that track start and end and delays by quarter.
Create a Smartsheet project portfolio sheet by building a workspace and blank grid, then configure a primary project name column and date, planned and actual, progress, health, and quarterly data.
Create conditional formatting rules in Smartsheet to color project status (not started gray, in progress blue, complete green) and health (red), applying rules to entire rows.
-Updated for 2021-
This course will give you everything you need to build a project portfolio management solution in Smartsheet. And, get it done in one day!
I will walk you through all the steps to build a ready-to-launch solution equipped with automation workflows, reports, filters, and an appealing, easy-to-understand dashboard for your audience.
In this course, we will cover:
· Smartsheet Basics
· Developing key metrics for more impactful goals.
· Creating a sheet to track and manage how projects are progressing.
· Creating a sheet that quantifies your data for the dashboard.
· Building a report that displays a Gantt view
· Building automation workflows that save you time.
· Building conditional formatting rules and filters to easily navigate sheets
· Configuring a dashboard that will be digestible and attractive to your audience.
- Meet your instructor –
Rochelle is the CEO of Agilize Consulting based in Florida. She and her team work with clients around the world building solutions that amplify productivity in their organizations.
Her courses are tailored around real-life applications and scenarios that prove more valuable than generic instructional courses.
By the end of Rochelle's courses, you will have the working knowledge of the topic at hand and a ready-to-use solution that can be quickly integrated into your organization.