Pre-Built Solution
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
Single-pane visibility across all projects in your portfolio. Status, health, milestones, and risk indicators for every active initiative.
Live metrics roll up automatically from individual project sheets. Always current — no manual data pulls or stale pivot tables.
Understand team capacity across the portfolio. Identify over-allocation and rebalance workloads before projects are impacted.
Project-level data automatically rolls up to program and portfolio level. Consistent aggregation across all teams and methodologies.
Prioritization frameworks and portfolio health scoring give leadership the data they need to make faster, better-informed investment decisions.
Pre-built templates adaptable to your portfolio framework — Agile, Stage-Gate, or hybrid. Configured around your reporting cadence and governance.
Get started
Schedule a free Smartsheet health check and let's explore how we can tailor Smartsheet to meet your unique business needs.