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Easy Learning with Smartsheet for Project & Portfolio Management 3in1 - 10 PDUs
Business > Project Management
4.5 h
£14.99 £12.99
4.6 ★★★★★
9241 students

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Language: English

Master Smartsheet: Project & Portfolio Management for PMOs

What you will learn:

  • Master Smartsheet for project and portfolio management.
  • Develop sophisticated project schedules in Smartsheet.
  • Effectively track actions, risks, and decisions within projects.
  • Gain a deep understanding of project and portfolio management best practices.
  • Master critical path analysis in Smartsheet for improved project efficiency.
  • Establish and manage project baselines using Smartsheet.
  • Build insightful reports and dashboards to monitor portfolio performance.
  • Create effective project archiving strategies.
  • Create and maintain a valuable lessons-learned database.
  • Prepare for project management interviews with confidence.

Description

The project management field faces a critical talent shortage, creating huge opportunities for skilled professionals. This course equips you to thrive in this high-demand market by mastering Smartsheet for both project and portfolio management. Demand for experienced project managers is soaring, making this the perfect time to upskill or transition your career. This 3-in-1 course, developed by a seasoned PMO executive with over 10 years of Smartsheet expertise and multiple certifications (PMP, PRINCE2, PSM 1, Lean Six Sigma Green Belt), will unlock your potential.

Learn to manage individual projects effectively using Smartsheet's powerful features, from creating robust schedules and tracking dependencies to mastering critical path analysis and baseline management. Then, advance your skills to portfolio-level management, learning to build a centralized project database, generate insightful reports and dashboards, manage project pipelines, archive completed projects, and build a comprehensive lessons learned repository. Finally, gain an edge in project management interviews with our exclusive interview prep module featuring 15+ real-world case studies and strategies to ace your interviews.

This course delivers practical, hands-on training. You'll learn my proven workflows and time-saving techniques, earning 10 valuable PDUs along the way. Start now and take your project management career to new heights. The first 20% of the course is free; unlock your full potential today!

Curriculum

Introduction to Smartsheet

This introductory section provides a foundational understanding of the Smartsheet platform. You'll learn how to create an account, navigate the interface, set up workspaces and sheets, and become comfortable with the basics of Smartsheet. Lectures include setting up your Smartsheet account, gaining familiarity with the interface, creating your workspace, and creating your first sheet.

Action Item & Data Management

Master the art of action item management in Smartsheet. You will delve into different column types, efficient data entry techniques, data manipulation using conditional formatting, find & replace, and filtering. You'll learn to streamline your workflow by creating reusable templates and generating insightful reports. Lectures include creating action logs, exploring column types, data entry, conditional formatting, using forms for data input, find & replace functions, filtering, template creation, and generating comprehensive reports. A knowledge check assesses your understanding of these concepts.

Project Scheduling Fundamentals

This section lays the groundwork for effective project scheduling. You will explore key project scheduling terms and principles, gaining a solid understanding of concepts like Gantt charts, task dependencies, project lifecycle phases, Work Breakdown Structures (WBS), the critical path method, fast-tracking, and crashing. Lectures will cover introductory concepts, key terminology, project scheduling as a knowledge area, constructing Gantt charts, managing task dependencies, understanding the project lifecycle, WBS and the MECE principle, the critical path method, fast-tracking and crashing projects. A knowledge check will reinforce this crucial knowledge.

Building Your Smartsheet Project Schedule

Put your knowledge into practice by creating a complete project schedule in Smartsheet. This section guides you through importing files, setting up Gantt views, defining dependencies, and utilizing key columns for comprehensive project tracking. You'll learn to determine the critical path and implement baseline management within Smartsheet. Lectures include importing data, switching to Gantt view, managing dependencies, using the percentage complete column, adding custom columns, manual data entry, critical path determination, and baseline management, along with exporting the schedule.

Creating Effective Smartsheet Dashboards

Learn how to design and create visually engaging and highly informative dashboards in Smartsheet to monitor project progress and make data-driven decisions. You will build a project dashboard to present your findings.

Portfolio Management Mastery

Elevate your skills to portfolio-level management. This section focuses on managing multiple projects simultaneously and efficiently. Learn to build a project portfolio database, generate effective reports and dashboards, and manage the project lifecycle across your entire portfolio. You'll also learn to create project archives and implement a robust lessons learned database. Case studies and practical exercises will solidify your understanding. Lectures cover various portfolio management principles, differences from project management, establishing a portfolio workspace and project database (covering elements like project health, type, status, etc.), linking project schedules for automated updates, portfolio reporting and dashboards, managing project backlogs, creating an archive system, and building a lessons learned database with templates for efficiency.

Bonus: Interview Prep & PDUs

This bonus section offers valuable resources to enhance your project management career. Gain a competitive advantage with essential interview preparation techniques, and learn how to claim your 10 PDUs (Project Management Professional Development Units).