Project & Portfolio Management
Transform your project chaos into strategic execution. Get complete visibility across all initiatives with automated intake, resource optimization, and real-time dashboards.
Executive Portal Experience
Give stakeholders self-service access to real-time project data without Smartsheet licenses
Project Portal
My Upcoming Tasks
Complete risk assessment
Digital Transformation Phase 2
Review vendor proposals
Infrastructure Upgrade
My Active Projects
Digital Transformation Phase 2
Modernizing core business systems
$450K / $500K
Portfolio Health
Quick Actions
Executive Dashboard
C-level portfolio view with drill-down capabilities
- Real-time KPIs
- Risk heatmaps
- Resource utilization
- Budget burn rates
Project Intake Form
Self-service project request portal for stakeholders
- Automated scoring
- Business case capture
- Document uploads
- Approval routing
Portfolio Kanban Board
Visual project pipeline with drag-and-drop prioritization
- Stage gates
- Capacity limits
- Quick filters
- Bulk actions
Resource Planning Grid
Interactive capacity planning with conflict detection
- Skill matching
- Availability calendar
- What-if scenarios
- Utilization reports
Proven Business Impact
Organizations using this solution report measurable improvements across all metrics
Streamlined intake and resource allocation reduces project cycle time
Better resource utilization and early risk detection prevents overruns
Automated workflows and standardized processes enable scale
Self-service portals eliminate status meeting overhead
❌ Before Huddle
- •Projects tracked in disconnected spreadsheets across teams
- •Manual status collection through endless email chains
- •Resource conflicts discovered after commitments made
- •Executive visibility requires days of report preparation
- •No consistent intake process or prioritization criteria
✅ After Huddle
- •Single source of truth with automated data aggregation
- •Real-time updates flow automatically to dashboards
- •AI-powered resource optimization prevents conflicts
- •Executives have 24/7 self-service portal access
- •Standardized intake with automatic scoring and routing
Real Customer Success
"We went from managing 50 projects in chaos to smoothly running 200+ initiatives. The automated intake and resource planning alone saved us 20 hours per week. Our executives love the real-time visibility – no more surprise budget overruns."– Sarah Chen, PMO Director, Global Tech Company
Complete Portfolio Management in Minutes
Stop wrestling with disconnected spreadsheets and outdated project data. This solution gives you everything needed to run a modern PMO:
Standardized Intake Process
Capture all project requests with consistent data and automatic scoring
Real-Time Portfolio Health
Executive dashboards with drill-down to project details
Resource Optimization
Prevent overallocation and match skills to project needs
Stakeholder Self-Service
Portal access for updates without constant meetings
Portfolio Management Demo
See how teams transform project chaos into strategic success
Pre-Built Smartsheet Templates
Get production-ready sheets with formulas, automation, and cross-sheet references configured
Project Intake Sheet
Standardized project request form with automatic scoring and prioritization
Pre-Configured Columns:
Project ID
Unique identifier (PRJ-2024-0001)
Project Name
Clear, descriptive project title
Business Unit
Requesting department/division
Strategic Alignment
Links to company objectives
Estimated Value
Expected ROI or cost savings
Priority Score
Auto-calculated based on criteria
Status
Intake → Review → Approved/Rejected
Assigned PM
Project manager assignment
🚀 Automation Included:
- • Status update notifications to stakeholders
- • Automatic task assignments based on criteria
- • Weekly summary reports to executives
- • Risk escalation workflows
Portfolio Dashboard Sheet
Executive-level view of all projects with real-time KPIs and health metrics
Pre-Configured Columns:
Project ID
Links to detailed project plan
Overall Health
Red/Yellow/Green status
Schedule Variance
% ahead/behind schedule
Budget Variance
% over/under budget
Completion %
Progress to date
Risk Score
Calculated risk level
Next Milestone
Upcoming key deliverable
Executive Sponsor
Senior stakeholder
🚀 Automation Included:
- • Status update notifications to stakeholders
- • Automatic task assignments based on criteria
- • Weekly summary reports to executives
- • Risk escalation workflows
Resource Allocation Sheet
Team capacity planning and resource optimization across projects
Pre-Configured Columns:
Resource Name
Team member name
Role
Developer, Designer, PM, etc.
Current Allocation %
Total committed time
Projects Assigned
Active project list
Available Hours
Remaining capacity
Skills
Technical competencies
Cost Rate
Hourly or daily rate
🚀 Automation Included:
- • Status update notifications to stakeholders
- • Automatic task assignments based on criteria
- • Weekly summary reports to executives
- • Risk escalation workflows
Deploy in 5 Minutes
Our AI automatically creates and configures everything. Just click deploy and start using your solution.
Click Deploy
Select "Project & Portfolio Management" from the solutions library and click deploy.
✨ AI creates ${stats.sheets} Smartsheets with all columns, formulas, and automationConfigure Portal
Choose your portal URL and branding. Widgets are pre-configured based on best practices.
🎨 Portal pages automatically created with role-based accessImport Data
Upload your existing data or start fresh. Our AI maps your data automatically.
📊 Historical data preserved with automatic field mappingGo Live!
Share portal links with stakeholders. Start using your new solution immediately.
🚀 Full solution ready to useEasy Customization
Everything is built on standard Smartsheets. Add columns, change formulas, or modify workflows directly in Smartsheet – no coding required. The portal automatically adapts to your changes.
Ready to Transform Your PMO?
Join hundreds of teams who've standardized their portfolio management with Huddle
No credit card required • Deploy in 5 minutes • Full customization available