Smartsheet Formula Handbook Template Set Overview

[@lww1143]

Kandis - Thank you. Not sure what I would have done without you while learning Smartsheets. I keep learning...largely from you. Thank you.

[@PMPexpert]

Thank you for watching! 🙌🏻

[@carlamarrero1501]

Really GREAT! I have watched a ton of Smartsheet videos and yours is hands down the best. Especially since I'm new to Smartsheets. Thank you for getting me started and not feeling overwhelmed anymore.

[@PMPexpert]

Great to hear! Wishing you continued success, Carla!

[@-Soeky-]

Thank you very much 🙌

[@PMPexpert]

Hope it’s helpful, Marvin!

[@jagas226]

thank you very much! I just wanted to know which video link will have the Metrics creation and linking to POM intake sheet. Can you help to share the video?

[@PMPexpert]

Hello Vararaji! We discuss the metrics relating to the PMO template set in our video called, "Smartsheet PMO Template Setup - Part 2 - Customize Project Intake and Portfolio Level". I'm including the link below, along with an overview of the instructions. Thanks for watching! Video Link: kzbin.info/www/bejne/hYicnn-ehNyJgqc Step-by-step instructions: 1. Site / Project Categories The standard categories are Category 1, Category 2, Category 3. These will not fit your exact process, so here is the process to change them: A. In the Project Intake sheet, find the Project Category column and Double Click. B. Edit the three drop-down options. Change them to categories that meet your requirements. In the GIFs below, "Example" is used in place of "Category" C. Referencing your category edits, replace the column headers and the corresponding cells in Row 1 in the Portfolio Metrics Sheet. Doing so will enable the metrics to pull correctly for each category. Be sure to use exact spelling.