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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.

What's included

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Portfolio Dashboards

Single-pane visibility across all projects in your portfolio. Status, health, milestones, and risk indicators for every active initiative.

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Real-Time Analytics

Live metrics roll up automatically from individual project sheets. Always current — no manual data pulls or stale pivot tables.

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Resource Allocation

Understand team capacity across the portfolio. Identify over-allocation and rebalance workloads before projects are impacted.

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Automated Roll-Ups

Project-level data automatically rolls up to program and portfolio level. Consistent aggregation across all teams and methodologies.

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Decision Support

Prioritization frameworks and portfolio health scoring give leadership the data they need to make faster, better-informed investment decisions.

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Customizable Templates

Pre-built templates adaptable to your portfolio framework — 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.