Smartsheet PMO Template Setup - Part 1 - Setup & Customize

In this 3-part tutorial, I will teach you step-by-step how to set up the Smartsheet Project Management Office (PMO) template set. The PMO Template set is a Smartsheet-created template that provides a streamlined way for organizations to approve, track, and start new projects while aggregating critical metrics across all projects.

This Series:
Setting up the Smartsheet PMO Template - Part 2 – Customize Project Intake and Portfolio Level
   • Smartsheet PMO Template Setup - Part ...  

Setting up the Smartsheet PMO Template - Part 3 – Customize Project Level
   • Smartsheet PMO Template Setup - Part ...  

This is Part 1 of the 3-part series. In this video, we walk through how to create a New Workspace or your PMO Office; find the PMO template set; customize and personalize the Project intake sheet and form; copy and set up the Project specific folder; create the Project ID; and link the cells to your project ID from the Project Intake form.

The PMO template is recommended for the intermediate Smartsheet experience level and is at a medium 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
   • Creating Smartsheet Forms  

Mastering Your Project Schedule - Predecessors, Setting a Baseline, & Critical Path -    • Mastering Your Project Schedule - Pre...  

Managing (Human) Resource Allocation in Smartsheet in Less than 15 Minutes!    • Managing (Human) Resource Allocation ...  

This Series:
Setting up the Smartsheet PMO Template - Part 2 – Customize Project Intake and Portfolio Level
   • Smartsheet PMO Template Setup - Part ...  

Setting up the Smartsheet PMO Template - Part 3 – Customize Project Level
   • Smartsheet PMO Template Setup - Part ...  

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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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