Simple PMO Template

While Smartsheet is pretty intuitive, the level of flexibility and choice can be daunting for some people just getting started.

Given we’re experts in Smartsheet and experts in Project Management, we’ve created a PMO template that leverages the power of Smartsheet into a simple solution for use with portfolios and programmes.  

This is one of many templates we have and is completely modular.  It can easily be upgraded to incorporate additional assets as required, such as RAID logs, budget, change control, as required by the business and project methodology.

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Open in Smartsheet

Smartsheet takes the best of all of the tools out there and combine them into one powerful tool that can be used on nearly any platform. I cannot thank Prodactive and Smartsheets enough for making my life just a little easier.

Tennille Cooley, The Coca-Cola Company

Solution Overview

What you’ll need

Core Smartsheet

Complexity

Low

What’s Included

  • Portfolio / program level

    • Portfolio / program dashboard

    • New project request form

    • Portfolio / program summary sheet

    • 1x report included on portfolio dashboard

    • 3 x metrics reports for dashboard charts​

  • Project level template

    • Project schedule

    • Project dashboard

    • 2 x reports included on project dashboard

      • Summary Schedule

      • Tasks At Risk

Want to find out more?

Use the link below to get in touch or book a meeting with one of our team.

Rich Coles

Founder &
Managing Director

Suzie Alloway

Head of Project & Programme Management

Get in Touch
Sebastian Coles
LinkedIn

More Resources from Prodactive

Resource

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Solution Overview

A simple Smartsheet PMO solution for tracking a program or portfolio of projects with summary information on a program / portfolio level dashboard and the ability to drill down to individual projects with their own dashboards, schedules and status updates.

Ideal for people starting out with Smartsheet and wanting a simple yet effective PMO solution that demonstrates some of Smartsheet’s core capabilities for collaborating on projects more effectively while providing a simple management overview both at a project and portfolio / program level.

Useful Links

Download for free along with our guidance notes:

(Please note you need to be logged into Smartsheet to access the form)

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Article

Simple PMO Template

Case Study

Implementing a Common Execution Platform

Demo Asset

Poll Dashboard

What They Say

Gong cha has Master Franchisees around the world and this has really helped me to streamline my processes, save so much time for everyone involved and provide instant updates 24/7
Ahmet Baristiran
Global Transformation Director, Gong Cha
Words cannot express how grateful I am for Smartsheets and the amazing talent of Rich Coles and Fiona Roncal of Prodactive Solutions...
Tenille Cooley
Global Director, PMO, Alcohol-Ready-To-Drink, Emerging Category, The Coca Cola Company
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