Using a form to populate a project plan

Pamela Wagner

I'm trying to standardize a type of project and the sponsor is thinking that they would like to use a form to kick off a project plan. I don't want the Lead to have to cut and paste from the intake sheet to the project plan if at all possible. Right now that is all I can think to do since a form will populate a sheet in one row across columns and with a project plan we would need for the data to populate down the rows. We do have PMO Accelerator and I am thinking that this would work if I went into the backend but we may move away from Accelerator due to costs so I may not have that ability going forward.

Anyone tried something like this?

Paul Newcome

Do you have access to Control Center? This sounds like a good use case.

Pamela Wagner

Hi @Paul Newcome I think I do. So I would put in a suggestion?

Paul Newcome

I'm not sure I understand what you mean by putting in a suggestion.

Pamela Wagner

I thought you were telling me to put in a suggestion to see if this is something Smartsheet could do in the future since it can't do it now. Yes, I do have access to Control Center and I think there is a way that I could connect a form to a project plan in our provisioning process but that is the route I don't want to go. We are looking to remove our PMO Accelerator and that means I would not have access to what I build in Control Center. I'm hoping I'm understanding what you mean!