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PORTFOLIO
We’ve designed and built dashboards used for internal and external stakeholders, metric sheets using complex sheet formulas, digitized existing forms, built automation alerts, custom workflows, reports, calendar views, and schedules using Smartsheet for various industries including commercial development, construction, real estate, accounting, marketing/communications, property management, and facilities management.
Click on the images below to see more details on the solution build.
Smartsheet Dashboards
Project Dashboards + Portals
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
Project Dashboards
50,000’ project view to see the project from start to finish and the key milestones.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Designing & Mapping a Project Dashboard
Problem: Several departments had started creating Dashboards in Smartsheet to send out as a report regularly on the status of the project including key information, critical dates, and milestone tasks. There were too many silo’d/department focused Dashboards for a project and not one full project Dashboard to that high-level, 50,000’ view, on where the project stood and quickly identify risks, dates, and project stage. There were inconsistencies across departments shared with external stakeholders on a single project because the updates weren’t carried out throughout all the reports. This makes the reports less reliable to the viewer.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Project Dashboard Example
50,000’ project view to see the project from start to finish and the key milestones.
Team Hub Dashboard Portal
o Portal for all Smartsheet Sheets/Reports/Dashboards
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
Project Schedule (Gantt)
Gantt view any project. Just like Microsoft Project. You can add predecessors, durations, % complete, start and end dates. And view those quickly on a calendar view with a click!
Aging Projects Reports
Quickly organize your projects by age, status, phase, department, etc.
Smartsheet Forms
Create a form to take in information quickly from internal or external stakeholders and then calculate metrics from that data or assign it to team members. There are so many options with forms!
Smartsheet Dashboards
Project Dashboards + Portals
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
Project Dashboards
50,000’ project view to see the project from start to finish and the key milestones.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Designing & Mapping a Project Dashboard
Problem: Several departments had started creating Dashboards in Smartsheet to send out as a report regularly on the status of the project including key information, critical dates, and milestone tasks. There were too many silo’d/department focused Dashboards for a project and not one full project Dashboard to that high-level, 50,000’ view, on where the project stood and quickly identify risks, dates, and project stage. There were inconsistencies across departments shared with external stakeholders on a single project because the updates weren’t carried out throughout all the reports. This makes the reports less reliable to the viewer.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Project Dashboard Example
50,000’ project view to see the project from start to finish and the key milestones.
Team Hub Dashboard Portal
o Portal for all Smartsheet Sheets/Reports/Dashboards
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
Project Schedule (Gantt)
Gantt view any project. Just like Microsoft Project. You can add predecessors, durations, % complete, start and end dates. And view those quickly on a calendar view with a click!
Aging Projects Reports
Quickly organize your projects by age, status, phase, department, etc.
Smartsheet Forms
Create a form to take in information quickly from internal or external stakeholders and then calculate metrics from that data or assign it to team members. There are so many options with forms!
Smartsheet Dashboards
Project Dashboards + Portals
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
Project Dashboards
50,000’ project view to see the project from start to finish and the key milestones.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Designing & Mapping a Project Dashboard
Problem: Several departments had started creating Dashboards in Smartsheet to send out as a report regularly on the status of the project including key information, critical dates, and milestone tasks. There were too many silo’d/department focused Dashboards for a project and not one full project Dashboard to that high-level, 50,000’ view, on where the project stood and quickly identify risks, dates, and project stage. There were inconsistencies across departments shared with external stakeholders on a single project because the updates weren’t carried out throughout all the reports. This makes the reports less reliable to the viewer.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Project Dashboard Example
50,000’ project view to see the project from start to finish and the key milestones.
Team Hub Dashboard Portal
o Portal for all Smartsheet Sheets/Reports/Dashboards
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
Project Schedule (Gantt)
Gantt view any project. Just like Microsoft Project. You can add predecessors, durations, % complete, start and end dates. And view those quickly on a calendar view with a click!
Aging Projects Reports
Quickly organize your projects by age, status, phase, department, etc.
Smartsheet Forms
Create a form to take in information quickly from internal or external stakeholders and then calculate metrics from that data or assign it to team members. There are so many options with forms!
Smartsheet Dashboards
Project Dashboards + Portals
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
• Team Hub / Employee Portals
• One-stop-shop for your HR documents, policies, & procedures
• 50,000’ Project Views
• Team Task Management
• Employee Performance Management System
• Project Date Tracking (Gantt chart view)
• Real Estate / Site Selection Portals
• Job Site Construction Weekly Dashboard Reports
• Facilities Management Portal
• Financial Company Dashboard
• Accounting Processing Dashboard: Checks Requests, Purchase Orders, Invoices
Project Dashboards
50,000’ project view to see the project from start to finish and the key milestones.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Next > the Problem defined and the implementation process.
Solution: Design a project template to use when a new project kicks off that links key dates and project information across all departments. Eliminating the need for each stage to create their a project tracking Sheet each time with (potentially) conflicting key information like the project name, address, critical dates. Automating a consistent, project dashboard that is visually appealing and easy to digest.
A high-level Project Dashboard can pull together key client information, % of project completion (pulling from a single phase of the project and/or all phases), key project team members, critical milestone dates, and break down critical path tasks for each phase or department while also showing % complete in each stage. Quickly identify risks, overdue tasks, or when a key task or project falls behind schedule.
These high-level visual Dashboards can be displayed on a large screen in office for full visibility.
Click next to see the Problem defined and the Implementation process.
Solution: Create a project template to use when a new project kicks off that links key dates and project information across all departments. This eliminates the need for each department to create their own project tracking Sheets + Reports every time with potentially conflicting information like the project name, address, project #, and key dates. This will automatically populate a consistent project Dashboard.
The Dashboard will pull client information, % of project completed (pulling from all departments), project team, key dates, and break down critical path tasks for each department and also showing % complete in each department. This will quickly identify risks of overdue tasks and when a project falls behind schedule. The Dashboards are displayed on a large screen in the office for full visibility.
Designing & Mapping a Project Dashboard
Problem: Several departments had started creating Dashboards in Smartsheet to send out as a report regularly on the status of the project including key information, critical dates, and milestone tasks. There were too many silo’d/department focused Dashboards for a project and not one full project Dashboard to that high-level, 50,000’ view, on where the project stood and quickly identify risks, dates, and project stage. There were inconsistencies across departments shared with external stakeholders on a single project because the updates weren’t carried out throughout all the reports. This makes the reports less reliable to the viewer.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Implementation: The organization leader selected a team member to lead the “create a full project Dashboard” project. Whiteboard ideas were drawn; a “Project Dashboard Design Team” was selected, including a member from each department that would play into the Dashboard. Process mapping, whiteboard design, and a lot of post-its…and click < Back for the Solution.
Project Dashboard Example
50,000’ project view to see the project from start to finish and the key milestones.
Team Hub Dashboard Portal
o Portal for all Smartsheet Sheets/Reports/Dashboards
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
o Shortcut links to docs, policies & procedures
o Shortcut to HR links (pay login, healthcare information, 401K information, etc.)
o Employee/Team directory
Problem: A lot of teams creating Dashboards/Reports/Sheets in Smartsheet (because Smartsheet is awesome). But it was getting difficult to locate these items when needed. There was no central place for documents, tools links, and Smartsheet items to live. They were all silo’d and with a growing team, everyone was asking where to find items, documents, and information.
Solution: Team Hub Portal created to house links to all relevant Smartsheet items, documents, related company platforms, and important information. This Portal also included list of active projects, quick links to forms and quick links to other resources.
Project Schedule (Gantt)
Gantt view any project. Just like Microsoft Project. You can add predecessors, durations, % complete, start and end dates. And view those quickly on a calendar view with a click!
Aging Projects Reports
Quickly organize your projects by age, status, phase, department, etc.
Smartsheet Forms
Create a form to take in information quickly from internal or external stakeholders and then calculate metrics from that data or assign it to team members. There are so many options with forms!
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