Smartsheet Formula Handbook Template Set Overview

Let's dive into the Smartsheet Formula Template Set in this tutorial. I'll guide you through the process of downloading the template set, reviewing the formula dashboard, examining the project plan, and exploring the associated reports. This template set is a valuable tool that allows you to automate your project schedules, project plan, or daily task list.
The Smartsheet Formula Handbook template set is for learning the formula in Smartsheet and can be used as a quick reference guide as you start to automate and calibrate more within the Smartsheet platform.
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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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[@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.