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Project Management - July 19th-20th

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The class has been rescheduled to July 17th and 18th at 8:00 a.m. - 12:00 p.m. Pacific Time (Seattle/US). Please click here to register.

Course Outline

Create the base project sheet

  • Create a new project file using Import, Template and Save as new… options
  • Transferring the Work Breakdown Structure to Smartsheet Hierarchies
  • Adding and configuring columns for project use
  • Apply Conditional Formatting
  • Transform the base sheet to a project sheet
  • Adjust the Working and Non-Working days of the plan
  • Create task relationships
  • Adjust the task lag and lead time

Working with Resources

  • Assigning resources to tasks
  • Assigning multiple resources to a task
  • Enabling the Resource Management Tool
  • Tracking resource scheduling conflicts in Resource Management
  • Creating and Sharing Resource Views
  • Export and deploy custom Resource Views

Finalizing the Project Plan

  • Use formulas to automate sheet activities
  • Create Variance columns to track schedule, work and budget performance
  • Build Cell Links between sheets to track and consolidate data
  • Display the critical path to examine the plan
  • Create a project baseline to track the project progress

Work collaboration and updating the plan

  • Sharing Workspace and Sheets with team members
  • Use Update Requests to keep tasks on track
  • Create and deploy task list reports to project team members
  • Set Notifications to automatically alert the team of changes to the project plan
  • Set Reminders to proactively notify you, or your team of upcoming task deadlines

Reports & Sights

  • Build and deploy a Smartsheet Sight to communicate key project metrics to the project team and stakeholders
  • Create reports for tracking project progress
    - Status Reports
    - Risk Reports
    - Resource Reports


For more information - please email academy@smartsheet.com

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