Using intake to Portfolio readout for two different use cases
Hello. I'm a new user and started with the PMO template. We are using an intake. However, not all of our intake items turn into a project. They may be short duration 'just do it' type of requests. Others are major projects that we will receive or put in an intake ourselves based on corporate deliverables. I was curious if anybody has figured out how to manage that? Since not everything turns into a project, I'm not sure if we should just manage short duration items out of the intake sheet, create a single 'project' that houses all the short duration adhoc items as milestones or how to approach. I want to, however, be able to track all items (project or otherwise) through the portfolio dashboard if possible. Checking to see if anybody has come up with a solution for a similar model intake. Thank you in advance!