Smartsheet Solutions · AI accelerator
Portfolio Tracker
Roll-up of programme health, risk and resource load across a Smartsheet portfolio.
2 weeks → 2 days
Portfolio review prep
−75%
Manual roll-up effort
90%+
Slippage caught early
4–7 months
Payback period
Pt
Portfolio Tracker
SS · No. 107 of 117
What it does
Portfolio Tracker in production
- Aggregates programme health across every project sheet
- Scores RAG status from schedule, cost and risk signals
- Consolidates risk registers into one portfolio view
- Shows resource load and conflicts by programme
- Surfaces slipping milestones and unmitigated risks
- Feeds executive dashboards in Smartsheet and Power BI
45-second film: the Portfolio Tracker tile, an animated mockup and the KPI impact.
How it ships
Live in 6–9 weeks, inside your perimeter
Deployment options
On-premise (air-gapped)Private cloudManaged cloudHybrid
Integrates with
Smartsheet Control CenterPower BITableauJiraMicrosoft ProjectServiceNow SPM
Technology stack
Smartsheet APIBridge by SmartsheetPower AutomateNode.jsPython
Compliance & security
GDPRDPDPSOC 2 Type IIISO 27001HIPAA-eligible
Not ready for a call?
Get the MindMap capability deck
Not ready for a walkthrough of Portfolio Tracker? The capability deck covers the platform, the accelerator library and how an engagement runs. Our team emails it within one business day.
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See Portfolio Tracker running inside your environment
A 20-minute technical walkthrough, no slides. Ships in 6–9 weeks.