Відео

Would change the "Start Date" and "Due Date" column names to "Actual Start..,etc..." to be clear since the baseline dates are "locked"?

I love so much how we as PM's put so much of our time and energy into studying these methodologies - which are, and would be useful - only to get to work and for all of these concepts, principals, "rules" to be thrown right out the window, because "leadership know better".

Hi Kandis, I am trying to view the resource allocation at the Portfolio level- basically overall view across multiple projects. But somehow i am not able to see it...i dont have the resource viewer icon/ button that you mentioned in the video---is that a must to have this kind of a view?Also under resource management i dont have the "Legacy resource column" ....do i need to get these two working and rights provided to be able to view the resource allocation across multiple projects? pls advise..thanks

Kandis, I freaking love you and your work! You opened my eyes to interproject linking for dependencies between projects. I had no idea a project timeline could be automatically adjusted based on a project in an entirely different sheet. I manage over 100 projects as an IT manager and could never make sense of the inumerable interdependencies between them all until i started using the project management office template set. On the subject of AI, everyone should be using speech to text in all their meetings. Chatgpt can analyse them and provide action items and project updates with a simple copy and paste. I use speechtexter it is free and alarmingly accurate!

Love It!!! I tried to follow the step by step instructions and was stuck beyond belief, thank you for doing this, loved the cadence, explanations, and the professionalism!

Thanks for the great video. I would really love contents as a PM managing software development projects.

Thanks for your content. I work as a PM in Biopharma in Europa and AI interest me a lot. A lot of scheduling, workflows, meeting reports, montly cost reports, forecasts, equipment design and purcasing, optaining CAPEX Budget via CAR Applications, ESR (Engineering study, request), Design and Installation qualifications, concept, basic and detail design, comissioning...

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 !

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. :)

THANKS!THAT WAS HELPFUL GREAT VIDEO💯

I know you made this 3 years ago, and I imagine your teaching and coaching has grown a great deal since then. This video seems to go narrowly and deeply into filling out the cards without showing how Smartsheet is useful in supporting Kanban projects. Specifically: I think one of the leading strengths of Kanban is its simplicity, and its related speed. When setting up a Kanban board it's a good practice to throw as many tasks as possible up on catalog as many tasks as possible before going back to do a deep dive on the details in each card. It's a great way to take a head (or room) full of tasks, and quickly throw them up on screen in order to start organizing them. It's very helpful for the brain to brainstorm at one level before moving onto the next level. I also think it would be helpful to talk briefly about how these cards would be used in a stand-up meeting. How do these fields become relevant? What does it look like when a card is Due? How does Size or Priority change the way Smartsheet displays them? These details help reinforce the utility of using these fields.

Thank you for this

Tune in to radio WII FM! ✌🏻

Thanks for your helpful video. Finally got to see what it looks like on the back end when the "intake" form is returned and how the info populates the cells. I agree, it would be great if the form could be saved with partial fields filled in and the team member could come back at a later time to complete. My question is, I have a sheet with a ton of other info and the form I am sending covers about 5 columns of information I need to retrieve from about 40 different people. So when the "intake" form comes back to me, it will simply populate the information at the bottom (or top) of the sheet correct? So I will need to cut and paste the info into the correct and corresponding row? I hope that makes sense. Thank you!

Hello! When I create a new project the Dashboard Link does not show up. I do not know if I deleted it somehow in the template and do not know how to undo it.

i loved how you explain this topic !!! one question in the risk log , when you put the mitigation plan is it necessary to put on it the extra cost involve in that mitigation and contingency ? and how that issue impact in the schedule? if we are not able to manage it and become in a issue ? cheers :)

How can I change these sheets so that it features now $K, but instead, it's $00.00? Is there a reason you're rounding up- as in it makes the easier?

Awesome

Hi madam, greetings! i just have small query do you have any video how to create meeting request in smart sheet

2:30 You aparently just mentioned (unknowingly) why waterfall is a failure, because either you dont know much about how construction projects unfolds or you knew and explains sort of why all projects fails. Even when the architect has drawn the house, they dont draw all the destails at the same time, because there are often so many changes during the project it would be a waste of resources, and often they need to do just that and the owner, the craftsmen, the advisor, engineer and public authorities neighbours the weather changes all the time. Not even when the house is finished it stops some want a larger or exstra garage, svimmingpool, outhouse .. And the builders need to change in accordance with labour and material and financial cost of building it.

Beautifully explained 👍

Hi, thanks for video. Does a student membership will offer me a discount on PMP cert? Or only on CAPM

Hello kandis! First, thank you for the brilliant explanation. Do you know if this template works in the Pro Version? Or just in the business version?

Hi Kandis, your videos are amazing! Like others, I struggled to get started with Smartsheets until I found your videos. Question, I put in a lot of effort into building that first project, and all my projects will have almost the same tasks, etc with minor variations. How can I copy the entire project to use on another project to save me time and still roll up to portfolio correctly? Thank win advance!!!

These are great PM videos, thank you Kandis!👏

Hi Kandis, finally got round to following this step by step and it was great til step 5, when not all the cells copied into the yellow cells on the project intake sheet. The Start and end dates didn't copy over. Any suggestions please?

So helpful, thank you very much ❤

Is there a way to set a predecessor relationship where a line item can have a multiple day duration and happen before or after, but not concurrent with another activity? We have specific days of testing for commissioning we want to avoid having other activities, and I want those to be able to take precedence and move other activities automatically. I have 3 schedules for a single site and two of the schedules have these two day testing durations I would like to have next to nothing running concurrently.

Hi Kandis, this is amazing and so easy to follow along but I am very frustrated with it comes to changing the date of the project. I can't find anywhere to change the project date from what was originally made in the template.

Your videos are fantastic Kandis! ❤

I don't know if you still monitor this. But, I am trying to use this video and when I click the 9 dot block, I am only seeing data shuttle and workapps. I do not have an option for solution center. Can you help?

This is so very very useful. The only part in series that confused me was using the Target Start.End. If thats driving the Project Health, it feels like any small slip in a single early delivery could show the project as At Risk, which in my world at least isn't true (if you can make up time elsewhere). Even if you reset baseline, the health wouldnt reflect, is that true? I wonder if you have any suggestions?

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.

Hello, I am unable the find the s curve template. Is it still available?

Agile does not necessarily mean having Sprints. Sprint is a Scrum phenomena, however, Kanban is also an agile approach.

Thank you for bringing the energy and enthusiasm in this lecture. I engaged and completely engrossed in your lecture, which seem to fly by far too quickly. You really are so talented because as you explained about the project risks, this becomes too easy to get. Please keep sharing these informative videos.

Amazing explanations!! Very well done!

Is there a way to import from an excel sheet into your Project Intake Sheet?

Hi Kandis, this video is very useful, thank you. We use Smartsheet at a basic level, meaning we capture the projects on the form, and all of them remain in the Intake sheet. We haven't implemented the next steps, but we want to. How can I build my PMO having as a base only my Intake sheet, which doesn't have any formula or link with other sheets?

❤thank you! Subscribed!

Hi Kandis thank you for a great video on PMO template I have one question who can I add more columns with formulas portfolio metrics sheet, and is there any videos on the automation and notification on smartsheets

Thank you again for helping me get through the full process. Can you recommend a video for me to learn one more thing. I have the PMO going, however, I have multiple customers and some customers have a single project, other customers have multiple projects. So, I need a full view of everything, but I also need a view of the multiple projects for a single customer at the customer level. Thoughts? Ideas? Suggestions are greatly appreciated.

@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!

Really good instruction and easy to follow up to smooth learning,

Thank you and if you are still monitoring, please send the template

Thanks!

Great video spot on welldone

God bless you!

Perfect elaboration ...

wow, hard to concentrate!