Pre-Built Solution
Portfolio Management
Program & Portfolio Oversight on Smartsheet
Our pre-built Smartsheet Portfolio Management solution optimizes project portfolio oversight with customizable dashboards, real-time analytics, and automated reporting to enhance decision-making and resource allocation.
Features
What's included
Portfolio Dashboards
Single-pane visibility across all projects in your portfolio. Status, health, milestones, and risk indicators for every active initiative.
Real-Time Analytics
Live metrics roll up automatically from individual project sheets. Always current, with no manual data pulls or stale pivot tables.
Resource Allocation
Understand team capacity across the portfolio. Identify over-allocation and rebalance workloads before projects are impacted.
Automated Roll-Ups
Project-level data automatically rolls up to program and portfolio level. Consistent aggregation across all teams and methodologies.
Decision Support
Prioritization frameworks and portfolio health scoring give leadership the data they need to make faster, better-informed investment decisions.
Customizable Templates
Pre-built templates adaptable to your portfolio framework, whether Agile, Stage-Gate, or hybrid. Configured around your reporting cadence and governance.
Get started
Ready to get started?
Schedule a free Smartsheet health check and let's explore how we can tailor Smartsheet to meet your unique business needs.