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You're welcome! I'm thrilled to hear you found it helpful. Stay tuned, as we'll be releasing new videos each week.

Thank you! I'm glad you enjoyed the tutorial. Stay tuned for more videos coming soon!

Thank you! I'm glad you found the refresher helpful. Here are the names of the other videos mentioned: Smartsheet Formula Handbook Template Set Overview - czcams.com/video/ffv8oCsu8Vc/video.html Proofing in Smartsheet - Getting Approvals & Feedback - 15 Minute Video! - czcams.com/video/TeCJc_mh5bk/video.html Creating A Project Schedule In Smartsheet | Tips For Project Management - czcams.com/video/a7om6Sn0rkE/video.html Mastering Your Project Schedule - Predecessors, Setting a Baseline, & Critical Path - czcams.com/video/Vjuucqn_Me0/video.html Smartsheet Reports Tutorial - Create a Row Report in Less Than 20 Min! - czcams.com/video/Vjuucqn_Me0/video.html I also have a Smartsheet playlist you might find helpful: czcams.com/video/2ACb39n53EY/video.htmlsi=XpcNhsmLSqKBCKlX

Also, here is a new video that may be helpful as well! Creating Your First Sheet: czcams.com/video/A811r8SvlnM/video.htmlsi=MgBDR8bfRKip0Kda. Best of luck!

Glad it was helpful! Wishing you the best with Smartsheet, Rob.

Thanks again!

Thanks, Chris! I’m working on a video showcasing the newer workload management features that helps project managers organize resources across multiple projects. This is one of the biggest asks we’re getting from clients currently (without having to pay for the resource management add-on module). We are excited to launch some new beginner, intermediate, and advanced Smartsheet tutorials!

@@PMPexpert looking forward to viewing

Glad it was helpful! Best of luck on your projects.

Thank you for your kind words. Best wishes.

Yes, I completely agree with this. Those columns are intended to be actual dates while the baseline dates are the forecast you are comparing against to determine if you are behind schedule or ahead of schedule. Great suggestion!

Hi Kyle! I can agree with this sentiment. This is also why influence skills are so important for PMs. We need to find a way to educate and influence leadership to help them understand we get better OUTCOMES (which is generally what they care about), by following sound PM practices. I suggest starting small with a ‘pilot’ to prove the concepts work. Best of luck to you!

Hi Raj! Smartsheet has recently released a new feature called Workload Management. This pulls information in from project schedules to help manage resources. You must ensure the following fields are included at the task level in each schedule, to get the rollup of allocated resources: Start Date, End Date, Assigned Resource, Allocation Percentage, Duration, and Predecessors. I have been exploring this and plan to record a new video on it soon. Below are a couple of links, if you want to investigate it in the interim: * Overview of Workload Tracking: Workload tracking in Smartsheet | Smartsheet Learning Center: help.smartsheet.com/articles/2483101-workload-tracking-in-smartshee t * Workload Tracking FAQs: Workload tracking FAQ | Smartsheet Learning Center help.smartsheet.com/articles/2483178-workload-tracking-faq Cheers!

Thank you for the positive feedback! Wishing you the best on your projects and utilizing the PMO setup. 🙌🏻

Thanks for watching and I hope the information is helpful! I’m leaning into AI as much as possible. Do let me know if you have any specific requests in this area! Best of luck.

Thank you for your comment! I believe that AI is going to be a gamechanger in the PM world. I think it will help us with all aspects of a project. I've been using it very often. There is some interesting information out of PMI.ORG on the use of AI as well. Here is the report: www.pmi.org/learning/thought-leadership/benefits-of-ai-for-project-management. Best of luck on your projects!

Thanks for watching! I’m so happy to hear it’s helpful. New videos on Smartsheet are coming soon.

Thank you! I feel honored to be your first YT comment. Wishing you best of luck on your projects. :)

same here

Thank you!

Thanks for your comments! Much appreciated. Agreed there is an opportunity to go much deeper regarding the value of Kanban boards and applying this approach real-world. Cheers!

My pleasure!

😂 it makes a huge difference! Thanks for watching!

Thanks for your comments/question! One option is to send an "Update Request" via Smartsheet automation to the individuals you need information from. First, ensure the individuals are listed in a contact column. Then, set up a "Request an Update" automation for someone in the contact column, including only the columns you need them to complete. The individual will receive an email with an "Open Request" button. When they click the button, a Smartsheet update form will open, allowing them to enter the requested information. While the update form resembles a standard form, it doesn't offer the same editing options. This is a great question, and I'll work on a video explaining this in more detail over the next few weeks. Thanks again for the comment!

Thank you, Juan! Yes, great point. If there is cost associated with a mitigation or contingency plan, I would absolutely include it in the risk log. You could also include options (option 1, option 2, etc.) for the mitigation and/or contingency plans, with the associated cost of each, to help drive a decision on how to proceed. Once a decision is made, this should be included in your budget for any funds required. Best of luck!

Hi Trasa! Please email inquiry@effectiveflowconnections.com and we will provide you with the password to unlock the template. We round up so that we aren’t under estimating the budget and actual spend. Different organizations have different policies on this, so we agree with tailoring to your needs! Cheers.

Thanks for watching!

Hello! Thanks for watching. Can you please provide additional details on how you would use this meeting request? Would you be integrating with Outlook or another type of calendar? Thanks!

Hello and thanks for your comments! I do see many organizations (even in construction) using a hybrid approach for the same reasons you mention above. I also encourage clients to explore using progressive elaboration (this can be used with agile, hybrid, and waterfall), which is a technique where planning and documentation are developed in greater detail as the project progresses and more information becomes available. This approach acknowledges that not all details are known at the start of a project and allows for continuous improvement and refinement of the plan as the project team gains more understanding, resources, or feedback. In Waterfall projects, progressive elaboration generally occurs during the initial planning phase. Later in the project this is often limited, however, because Waterfall methodology typically requires a more rigid structure and detailed plan upfront, with less flexibility for changes (requiring a formal change request) as the project progresses. In Agile projects, progressive elaboration is a fundamental concept. Agile projects embrace change and uncertainty, allowing for continuous feedback and adaptation. Planning in Agile is iterative, with details added and adjusted throughout the project lifecycle as more information becomes available and as project requirements evolve.

Thank you 🙂

Hello! Yes, a PMI (Project Management Institute) student membership does provide a discount on the PMP (Project Management Professional) exam fee. As a PMI member, including student members, you are eligible for a significantly reduced rate on the examination fees compared to non-members. This discount is one of the benefits that PMI offers to encourage membership and professional development through certification. Membership also offers other benefits like access to PMI standards, networking opportunities, and access to exclusive PMI publications and resources. Learn more here: www.pmi.org/membership/student?www.pmi.org/membership?gad_source=1&gclid=EAIaIQobChMI7Iu-y7u_hQMVpNcWBR1aZwW3EAAYASABEgIXovD_BwE

Hello! Yes, with a Smartsheet Pro account, you can access templates. The Pro plan allows users to both create their own templates and use pre-built templates available through Smartsheet's Solution Center. Reference: Create Your Own or Use One from the Solution Center (help.smartsheet.com/articles/522123-creating-using-templates). Best of luck!

You are so welcome!

You're so welcome!

Hi! Do you have access to Microsoft Project? This scheduling tool has more advanced constraint options than Smartsheet and might be worth exploring based on your needs. In MS Project, you can set up dependencies between tasks using the predecessor column. To ensure tasks do not overlap, you can use 'Finish to Start (FS)' or 'Start to Finish (SF)' dependency types with constraints. For the days when you have testing and want no concurrent tasks, you can set those particular tasks with a 'Must Finish On' or 'Must Start On' constraint to lock them to specific dates. This will automatically adjust the other tasks in the schedule when you enable auto-schedule. Remember to assign different resource allocations if you have the same resources assigned to tasks that shouldn't overlap. Hope this is helpful!

Thank you so much!

I did the same in watching this video. If you click on the PLUS symbol on the upper left side of your screen, that gives you access to the Solution Center. Then I searched agenda under All. There was a button that came up in the lower right corner that said "Find older templates". I clicked on that and was able to find the templates she displayed in the video.

Hi Paulina - I agree that Project Health is best customized in the PMO template set, to align with your company’s definition. If you haven’t discovered the Smartsheet Formula Handbook Template Set (link below to a video), this could be helpful to give you ideas on how to modify! I definitely have clients that want the formulas to be very specific to what the PMO has provided as guidance. Cheers to successful projects! czcams.com/video/ffv8oCsu8Vc/video.html

Awesome, thanks for watching, Steve! Best of luck putting it into practice. 🙌🏻

Hi! You can download it from here: www.effectiveflowconnections.com/getefctemplate

@PMPexpert Thanks so much I ended up finding it. And thank you for the video it was so helpful and easy to understand!

@ZRoFiak - I do value Kanban Board frameworks! I have generally seen them used with a ‘delivery cycle’, which still strives to complete the work within in set timeframe (similar to a Sprint). Would love to hear how you use the Kanban approach. I love that PM doesn’t fit in a box and I’m seeing more Hybrid delivery. Cheers!

Thanks for watching! Best of luck on your projects. 🙌🏻

Thanks, Carmen!

Hi Michelle! As much as I would like to recommend importing from Excel into a project plan in Smartsheet, I haven’t found it very useful. I find a targeted copy/paste to be easier. Otherwise, I spend more time cleaning it up. Please advise if I didn’t directly answer your question...I’d just need a bit more context, to provide further recommendations. Cheers!

Welcome!

Hi John! We are actually working with a client on a custom build for a similar situation. They want their company’s portfolio built out (via the PMO template set), and they also want a customer portfolio built out. We are approaching by creating additional reports that feed into a customer dashboard and filter out any unnecessary information (i.e., other customers). The great thing about Smartsheet is that you can build multiple reports/dashboards off the same sheet, for different purposes. I recommend creating a new folder for each client and storing additional reports/dashboards there, to remain organized!