Preferred PM tool - key functions / criteria
- Can it auto remind? Relevant owners 3 days before the deadline. [Smartsheet - yes, via email and also workflow processes]
- Reports - grouped over-due actions across all projects to Tern members. Same as consolidated owners/status across multiple projects. [Smartsheet - yes, report of tasks by status over multiple projects is possible]
- Can it integrate with Notion for detailed notes? [Smartsheet - only by URL integration/linking to Notion]
- Baselining. How has the timeline moved against an original baseline [Smartsheet - yes, baselines can be taken]
- Licensing model - can the PortCo owners a) create projects and b) create tasks? Collaborators can “edit” but can they do these two actions? [Smartsheet - it would appear this is possible. I’ve used Darren as a guest user on my trial account and he’s been able to edit and create tasks]
- We need the solution to provide project status updates in the Board pack. Ideally, it should be automatically populate certain google slides. [Smartsheet - can report and has a built in portfolio report which can be customised (screenshot below) - would need further work to integrate with Google https://help.smartsheet.com/articles/863861-smartsheet-integration-with-google]
- Can we replicate this on a tool which will send weekly updates on all overdue compliance actions? Overdue is measured based on deadlines that were missed a week before the actual statutory deadline. [Smartsheet - we would have to copy the data into a new plan, but it should be able to report as needed]
Notes
- We don’t need each company to have its own PM account. The Tern Account will create projects which the PortCos should be able to modify, add new tasks, etc.
Example SmartSheet dashboard page
