Smartsheet Work Hub

Create new…

Pick an intake form and submit structured data backed by the mock API.

Project / Group Topic Description Owner Status Commit Date Need Date Comment Flag for Escalation Escalation Note

Project TRD Tracking Reason Into Review Review Complete Into Approval TDS Release Need Date Test Start Date Planned Release Version Flag for Escalation Escalation Note

Project Supporting Doc Number Document Type Readiness / Closure Need Date Commit Date Flag for Escalation Escalation Note

Project Intake (A1)

Capture demand candidates before ROM sizing.

Candidate

VROM

Approve

Readiness

Execute

Reporting

Closed

Create portfolio candidate

Portfolio not set Program not set

Vehicle context

Which Porsche program is this for?

Portfolio

Program

Platform

Vehicle

Candidate basics

Timeline and ID. ID can be auto-generated.

Project name

Created by

Project Title Official

Timeframe

Candidate ID

Leave blank to auto-generate on save.

Description

Short one-liner summarizing the campaign.

—

Not Ready for VROM

Portfolio

Program

Platform

Vehicle

Target Window

Project Name

Created By

Context Notes

Debug

No debug data yet.

VROM (A2)

Frame scope, effort, risks, assumptions, and required documents.

Unsaved changes

Candidate

VROM

BU Review

Readiness

Execute

Reporting

Closed

—

Not Ready for VROM

VROM Gate

This candidate must be marked "Ready for VROM" in A1 before A2 can be edited.

VROM Assessment ID

VROM Size

Rough Timeline

Dependencies

Constraints

VROM Author

Scope Summary

Assumptions

Key Risks

Documents Required

Document Type Estimated Count Notes

BU Review (A3)

Submit VROM to the business unit and record feedback.

Unsaved changes

Candidate

VROM

BU Review

Readiness

Execute

Reporting

Closed

—

Not Ready for VROM

A3 Gate

A3 requires a completed A2 assessment and status = VROM Assessed.

Submission ID

Lifecycle Item ID

Submitted To

Submitted By

Submission Date

Submission Method

External Reference

Pending Duration

Submission Notes

Promotion (A4)

Convert approved candidates into lifecycle items.

Candidate

VROM

Approve

Readiness

Execute

Reporting

Closed

—

Not Ready

Promotion Gate

Promotion requires the latest BU submission outcome to be Approved.

Approval Status

Submission ID

Approved On

Approved By (BU)

Candidate ID

VROM Assessment ID

Outcome

Lifecycle Item ID

Promotion

Lifecycle Type

Promoted By

BU Feedback

Outcome

Feedback Date

Planning (L1)

Define scope, objectives, milestones, and readiness criteria.

Candidate

VROM

Approve

Planning

Readiness

Execute

Reporting

Closed

—

Planning

Planning Gate

Complete all required sections before proceeding to Readiness.

What's Missing

Scope Definition

Objectives

Key Milestones

Readiness Criteria

Primary Owner

Kickoff Date

Assumptions

Dependencies

Constraints

Planning Notes

Person Group Project Platform Vehicle Date Window Only flagged

Worklist

Select a project to begin.

Select project to begin.

Segment Tables

Document Registers

Lifecycle

Read-only lifecycle data from Postgres.

Create Item

Add a lifecycle item to the DB.

Title

Type

Status

Org ID

Lifecycle Items

Source: `lifecycle_items`.

ID	Title	Type	Status

Heatmap

Project-level milestone heatmap with status-colored dates.

Status Complete Late At Risk On Track

Schedules

Timeline views of project milestones.

Status Complete Late At Risk On Track

Schedule View (Swimlane)

Activity timelines grouped by vehicle with status markers.

Schedule placeholder…

Settings

Manage display preferences and Smartsheet configuration.

System Sheets

Point the app at the system-of-record sheets in Kretsheets.

Portfolio Demand Sheet ID Portfolio Projects Sheet ID RFTs Sheet ID Readiness Checklist Sheet ID RFT Risks Sheet ID RFT Schedule Sheet ID Test Events Sheet ID Objectives & Deliverables Sheet ID Reference Data Sheet ID

Taxonomy (Porsche Model)

Portfolio / Program / Platform / Vehicle values define the Porsche hierarchy.

Use Reference Data sheet as the source of truth Default Portfolio

Edit actual picklist values inside Smartsheet or the Reference Data sheet.

Flow Rules + Gates

Define the status ladder and minimum fields required to advance.

Project Status Ladder RFT Status Ladder Gate Requirements (notes)

UI + Behavior

Theme

Website Theme

Table Density

Row Density

Navigation

Show or hide primary views.

Show Project Intake Show VROM Show BU Review Show Promotion Show Planning Show Intake Forms Show Lifecycle Proof

Page Filters

Create tab-wide filters and choose how they combine.

Worklist

Project View

API

Smartsheet API Token Checking…

Token is loaded from the repo root `.env` as `SMARTSHEET_TOKEN`.

Region Write capabilities enabled

Advanced (Legacy)

Smartsheet Objects

Core report and workspace references used by the legacy model.

Worklist Reports

Project View Sources

Master Projects Sheet ID

Milestones + Schedule

Milestones Report ID Schedule Sheet ID Milestones Row Height (px) Schedule Lane Height (px) Schedule Bar Height (%)

Create new…

Project Intake (A1)

Create portfolio candidate

Vehicle context

Candidate basics

Description

VROM (A2)

BU Review (A3)

Promotion (A4)

Planning (L1)

Worklist

Segment Tables

Document Registers

Create Item

Lifecycle Items

Heatmap

Schedules

Schedule View (Swimlane)

Settings

System Sheets

Taxonomy (Porsche Model)

Flow Rules + Gates

UI + Behavior

Theme

Table Density

Navigation

Page Filters

Worklist

Project View

API

Smartsheet Objects

Worklist Reports

Project View Sources

Milestones + Schedule

Configured Reports

Column Mapping (Worklist)

Standard Columns

Worklist

Project View (Action)

Project View (Document)

Project View

Segment Options

Column Mapping (Project View)

Action Reports

Document Reports

Reset