Smartsheet PMO Template Setup - Part 1 - Setup & Customize

In this 3-part tutorial, I will teach you step-by-step how to set up the Smartsheet Project Management Office (PMO) template set. The PMO Template set is a Smartsheet-created template that provides a streamlined way for organizations to approve, track, and start new projects while aggregating critical metrics across all projects.

This Series:
Setting up the Smartsheet PMO Template - Part 2 – Customize Project Intake and Portfolio Level

Setting up the Smartsheet PMO Template - Part 3 – Customize Project Level

This is Part 1 of the 3-part series. In this video, we walk through how to create a New Workspace or your PMO Office; find the PMO template set; customize and personalize the Project intake sheet and form; copy and set up the Project specific folder; create the Project ID; and link the cells to your project ID from the Project Intake form.

The PMO template is recommended for the intermediate Smartsheet experience level and is at a medium complexity level. Please check out a few of my other videos if you are new to Smartsheet or need a little brushing up before setting up this template. Here are a few recommendations or videos that I referred to in this series that might be helpful.

Creating Smartsheet Forms

This Series:
Setting up the Smartsheet PMO Template - Part 2 – Customize Project Intake and Portfolio Level

Setting up the Smartsheet PMO Template - Part 3 – Customize Project Level

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Kandis Porter is the Founder and Managing Director of Effective Flow Connections (EFC), a management consulting company that helps transform organizations through project management, process improvement, change management, facilitation of key meetings, and training. Kandis also works one-on-one with clients, focusing on Leadership development and growth. EFC enables organizations to do what they do, even better! Kandis Porter has more than 17 years of experience managing people and large projects in both the government and private sectors. She has supported clients in various industries, including the Department of Defense, Federal Aviation Administration, utilities, medical device, non-profit, and learning & development. Kandis has a Master of Science Degree in Project Management (MSPM) from The George Washington University and Master of Business Administration (MBA) in Human Resources. In addition, she is a certified Project Management Professional (PMP), PMP Exam Prep Course Instructor through Project Management Institute, Prosci Change Manager, and Six Sigma Green Belt. She is also certified as a Myers Briggs Type Indicator (MBTI) Practitioner, Thomas-Kilmann Instrument (TKI) Practitioner, and is a DiSC Workshop facilitator.
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[cathya]

This was my first-ever viewing of Kandis. What an amazing instructor. Everything was so clearly presented and slow enough that you could follow along while setting it up. You do a GREAT job!!! Thank you, Kandis!

[zodca]

As a 20yr IT Technical PM, who has done close to half a billion in work for Global and Fortune 100 firms, this is an awesome video for anyone new to using smartsheets and setting up a PMO. I'm doing it for a billion dollar Biotech who's running a wild-wild west PMO and Kandis is making it super easy to get it up and running without re-inventing the wheel. Good job and thanks for putting in the time to make this.

[MarkRobichaud-un]

Thanks Kandis - I've been looking for this solution for going on a month. So glad I finally found your channel. I'm a Director and I need view current projects and forecast out 80 million in the next three years - so happy right now.

[andremorgan]

I’ve just been tasked with establishing a PMO…this series of videos is fantastic!!! It makes me feel more confident to take on this task

[lww]

You are a ROCK STAR Kandis. Thank you for doing these videos. Very helpful!

[steves]

This is the best video I have seen on this subject and was really easy to follow. I am going to try and put it into practice on Monday. Really helpful and I have subscribed - thanks very much.

[pierregrand]

Brilliant tutorial. Your step by step is a state of the art and your diction allows non English speakers like me to perfectly understand and do at the same time. Thanks a lot.

[johngraham]

@PMPexpert - Excellent job. I have been playing with the different project rollup templates, trying to follow instructions and it is not simple. 45 minutes with you and I have a lot set up and I understand a lot more about SmartSheet naming and asset types. Thank you!

[danielalmas]

Seriously this is the best Smartsheet video I have ever seen. Your presentation, flow and speed are all wonderful. New subscriber here

[miguelhidalgo]

I tried this last year, and it flew over my head. Smartsheet HAS A STEEP LEARNING CURVE. I am back! Now, her entire sequence loaded with extras goes far beyond PMO basics, beautifully outlined and detailed, and makes sense even for a solopreneur. For me, it was about customizing the organization and structure from the ground up to the executive level. (One tiny piece of advice. Take an Udemy course to the immediate and advanced level, and then this will be your next extraordinary creation.)

[golrokhaminian]

Thanks so much for the super helpful video. It made a big difference in the work that I am doing!

[daitchis]

I watched Part 1 of Kandis’ ‘Smartsheet Template Setup’ and found it to be extremely helpful! Not only did it answer a lot of questions I had, but I also found that Kandis is fantastic to follow and is very clear in her explanations. I’m looking forward to watching parts 2 and 3!

[anupamakapoor]

Dear Kandis, Thank you so much for making such an easy to understand and follow step by step video. I am new to Smartsheet and this has helped me immensely! May God bless you !

[dianecogswell]

I have never put comments for a youtube video before but I have to tell you how awesome your tutorial was! I'm new at smartsheet and was so lost, I even purchased some courses on Udemy and they couldn't even walk through it like you did. Thank you so much for sharing this information! I will be watching the next 2 videos. :)

[johnkaveski]

Excellent instruction Kandis! Clear. Well-paced. Easy to follow and understand. Awesome job!

[chrisjohnson]

great content and delivery. should create an updated version to incorporate all the new upgrades. This video is still very relevant and very good and a great way to learn Smartsheet PMO set-up. well done! I'm on to Part

[madelinehunter]

Thank you, Kandis. I am following your step by step instructions and it works for me, including your feedback

[paulconnell]

Great material, Kandis. Thank you for sharing!

[kashmoney]

You're vids are just amazing! thanks for sharing!!!

[willsmith]

Thank you so much for this series explaining in detail. Very helpful