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Using Smartsheet as a Project Management Tool


After finishing the video included below, you will be given access to its accompanying presentation and granted a CCB certificate showing the credit hours earned from completing this course. You must watch the video in full to qualify for the credit. Thank you for learning with PBDG!

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Class Description

Simplify your planning, scheduling, documentation, and inspection process. Smartsheet has a track record of increasing project productivity.

This class will be useful for subcontractors, architects, and engineering firms and will teach them how to simplify planning, scheduling, and construction documentation. This will be a high level overview of:

Project Management Tool

  • Planning
  • Scheduling
  • Construction Documentation

Platform & Architecture

  • Grid
  • Projects
  • Cards
  • Forms
  • Dashboard/Portal
  • Reports

Class Level

This class is an intermediate – advanced level class. Intermediate businesses have their systems and processes set up and are in full growth mode. They have a good handle on how to manage more than one contract and are looking to improve and expand current operations as well as build a pipeline of customers and relationships. An advanced level business has an established back office and sales cycle experience. They have an established number of client relationships, years of experience and are looking to take your business to the next level by diversifying into new lines of business or strengthening management capabilities.

Instructor: Jonathan Nyone, Market Sector Leader at Day CPM, (an Otak Division)

Versatile in management for clients from conception to operations throughout the commercial construction sector, Jonathan is a dedicated project manager with great exposure to projects in the municipal, K-12, and healthcare sectors. Jonathan is committed to the integration of technology in the workplace and working closely with clients to find efficiency in day-to-day operations. He excels at managing projects at a high level to align stakeholder, project team, and end-user expectations.

Over the last decade, Jonathan has worked with a diverse client base to understand several of the unique challenges that owners face. This experience has created the opportunity to leverage these lessons learned to prepare owners for positive organizational change.