In today’s fast-paced business environment, effective project management hinges on a tool that is as flexible and dynamic as your team. This "Synergy Unleashed: Smartsheet Project Management Training Course" is your ultimate guide to mastering Smartsheet, the powerful platform that combines the simplicity of a spreadsheet with the robust capabilities of a project management solution. This training is designed to help you streamline complex workflows, centralize project information, and enhance collaboration, ensuring your projects are delivered on time and within budget. Elevate your skills to become a highly efficient and indispensable project leader.

This intensive 10-day program offers a deep dive into every facet of Smartsheet, providing the hands-on experience you need to transform your project management practices. You will learn to automate repetitive tasks, create interactive dashboards, and generate insightful reports with ease. By the end of this training, you will be proficient in leveraging Smartsheet to create a single source of truth for all your projects, empowering your team to work smarter, not harder. This is more than just a software training; it's a strategic investment in your ability to drive project success and organizational efficiency.

Duration: 10 days

Target Audience:

• Project Managers
• Project Coordinators
• Business Analysts
• Team Leads
• Program Managers
• Project Schedulers
• PMO Professionals
• Operations Managers
• Consultants
• Aspiring Project Managers

Objectives:

• Understand the core functionalities of Smartsheet
• Create and manage sheets for various projects
• Set up and track project schedules
• Automate workflows and notifications
• Build interactive dashboards for reporting
• Collaborate with internal and external stakeholders
• Manage project resources and budgets
• Use formulas and functions to enhance sheets
• Create and deploy web forms
• Integrate Smartsheet with other applications

Course Modules:

Module 1: Introduction to Smartsheet

• The user interface and key features
• Navigating the Smartsheet platform
• Understanding different sheet types (Grid, Gantt, Card, Calendar)
• Setting up your personal account
• Best practices for initial setup

Module 2: Sheet Creation and Management

• Creating a new sheet from scratch
• Importing data from Excel or Google Sheets
• Structuring your sheet with columns and hierarchy
• Using hierarchy to organize your tasks
• Saving and organizing your sheets and folders

Module 3: Collaboration and Sharing

• Sharing a sheet with team members
• Setting different permission levels
• Using comments and attachments for communication
• Highlighting changes with cell history
• Using update and approval requests

Module 4: Views and Filtering

• Switching between Grid, Gantt, Card, and Calendar views
• Customizing columns and sheet layout
• Creating and saving custom filters
• Using sorting to organize data
• Adjusting the Gantt chart for better visualization

Module 5: Formulas and Functions

• Introduction to Smartsheet formulas
• Using common functions like SUM, COUNT, and AVERAGE
• Creating cross-sheet formulas
• Using VLOOKUP and INDEX/MATCH
• Troubleshooting formula errors

Module 6: Automation and Workflows

• Setting up simple automated workflows
• Creating automated alerts and reminders
• Using automated approval requests
• Building complex, multi-step workflows
• Monitoring workflow activity and history

Module 7: Resource Management

• Understanding resource management in Smartsheet
• Setting up resource views and sheets
• Assigning resources to tasks
• Identifying and resolving resource over-allocations
• Creating reports on resource utilization

Module 8: Dashboards and Reporting

• The purpose and types of dashboards
• Creating a new dashboard
• Adding widgets to a dashboard
• Using reports to pull data from multiple sheets
• Sharing and publishing dashboards

Module 9: Forms

• Creating a new Smartsheet form
• Customizing form fields and logic
• Sharing forms via URL or embed code
• Managing form submissions
• Using forms for data collection

Module 10: Integrations

• Integrating Smartsheet with Microsoft 365 and Google Workspace
• Using connectors for popular apps like Jira and Salesforce
• The Smartsheet API and its applications
• Understanding webhooks
• Connecting to Smartsheet with Zapier

Module 11: Control Center

• The role of Control Center in project management
• Building a project portfolio with Control Center
• Creating and managing project templates
• Using Control Center for standardized reporting
• Managing project intake and execution

Module 12: Advanced Sheet Settings

• Setting sheet permissions and security
• Using sheet properties for project metadata
• Enabling dependencies and working days
• Adding sheet summary and summary fields
• The power of conditional formatting

Module 13: Data Integration with Data Shuttle

• Introduction to Data Shuttle
• Using Data Shuttle to upload data
• Offloading data to another system
• Scheduling data workflows
• Best practices for data management

Module 14: Resource Management Advanced

• Setting up capacity planning models
• Using resource views for forecasting
• Tracking actual hours against estimated hours
• Reporting on project costs and budgets
• Allocating resources across projects

Module 15: Security and Governance

• Best practices for data security
• Implementing access controls
• Using audit logs for compliance
• The importance of a governance plan
• Managing users and groups

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Training Venue

The training will be held at our Skills for Africa Training Institute Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Skills for Africa Training Institute certificate upon completion of this course.

Airport Pickup and Accommodation

Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: info@skillsforafrica.org, training@skillsforafrica.org Tel: +254 702 249 449

Terms of Payment: Unless otherwise agreed between the two parties’ payment of the course fee should be done 10 working days before commencement of the training.