Project Assignment Creates Template
First, some background:
Our project management office uses a master project sheet that lists all ongoing projects within our organization with included details such as baseline target dates and assigned project manager. We're currently investigating ways to automate a lot of the workflows in this master sheet. We have recently created a form to go along with the sheet that simplifies the process of adding new projects. The form allows anyone in the organization to fill in some data when requesting a project manager assignment for an upcoming project. Submitting the form then adds a new row to our master sheet, however the "Assigned Resource" column remains blank until the project is accepted and a project manager gets assigned. An administrator goes into the sheet and manually fills in the assigned resource once the project is approved.
When reviewing this new row (new project request), is there a way to automate the creation of a workspace and/or template based on either a)the project manager assigned or b)the type of project or c) any other suggestions are welcome.