In this 3-part Smartsheet tutorial series, I will teach you step-by-step how to set up the Project Management Office (PMO) template set. The PMO Template set is Smartsheet created template that provides a streamlined way for organizations to approve, track, and start new projects while aggregating key metrics across all projects.
This Series:
Setting up the Smartsheet PMO Template - Part 1 - Setup & Customize
Part 1 - [ Ссылка ]
Setting up the Smartsheet PMO Template - Part 2 – Customize Project Intake and Portfolio Level
[ Ссылка ]
Congrats! You made it to Part 3 of the Smartsheet PMO Template set 3-part series. In this video, I will walk you through the final step to setting up the Smartsheet PMO Template set. I will demonstrate how to modify the project plan sheet, set up baselines to track project status, set up a logic-driven schedule with durations and predecessor tasks, assign tasks to individual project team members and create filters for easier data analysis. We will also update the automation to send alerts to the project team members when specific criteria are met. Additionally, we will review the sheet summary, discuss the Overdue Report and look at the Milestones Report. And lastly, I will show you how to quickly review the project schedule health and lastly, we will take a look at the Project Specific Dashboard.
The PMO template is recommended for the Intermediate Smartsheet experience level and is at a medium in complexity level. Please check out a few of my other videos if you are new to Smartsheet or need a little brushing up before setting up this template. Here are a few recommendations or videos that I referred to in this series that might be helpful.
Creating Smartsheet Forms [ Ссылка ]
Mastering Your Project Schedule - Predecessors, Setting a Baseline, & Critical Path - [ Ссылка ]
Managing (Human) Resource Allocation in Smartsheet in Less than 15 Minutes! [ Ссылка ]
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Kandis Porter is the Founder and Managing Director of Effective Flow Connections (EFC), a management consulting company that helps transform organizations through project management, process improvement, change management, facilitation of key meetings, and training. Kandis also works one-on-one with clients, focusing on Leadership development and growth. EFC enables organizations to do what they do, even better! Kandis Porter has more than 17 years of experience managing people and large projects in both the government and private sectors. She has supported clients in various industries, including the Department of Defense, Federal Aviation Administration, utilities, medical device, non-profit, and learning & development. Kandis has a Master of Science Degree in Project Management (MSPM) from The George Washington University and Master of Business Administration (MBA) in Human Resources. In addition, she is a certified Project Management Professional (PMP), PMP Exam Prep Course Instructor through Project Management Institute, Prosci Change Manager, and Six Sigma Green Belt. She is also certified as a Myers Briggs Type Indicator (MBTI) Practitioner, Thomas-Kilmann Instrument (TKI) Practitioner, and is a DiSC Workshop facilitator.
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