Project Assignment Creates Template

Steven R.

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.

The goal:

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.

Andrée Starå

Hi @Steven R.

I hope you're well and safe!

A solution that seems perfect for this use-case is the premium add-on, Control Center. Is that an option?

More info: 

https://www.smartsheet.com/marketplace/premium-apps/control-center

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Steven R.

We do have Control Center, but I cant say we've done much with it. If there is a way to accomplish our goals with Control Center, I'd appreciate a how-to on how to make that happen.

Andrée Starå

@Steven R.

Excellent!

Developing a blueprint for the Control Center add-on is not a small task.

Have a look here.

https://help.smartsheet.com/learning-track/control-center

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!