Best Practice for Intake and Register Sheets within Project Management
Hello,
I am a Project Manager and am in the process of transferring our Project Intake sheet and Register sheet into Smartsheet. I currently have this years projects entered but am curious of best practices for past projects.
Question: Should each year have their own Intake sheet and Register sheet? Or, should all projects be on one Intake sheet and one Register sheet?
Note we are a small PMO with about 10-20 projects a year. We are using the register to track project progress at a high level and using our intake and register to feed our Portfolio dashboard. On our dashboard some metrics will be yearly and some will be totals for the life of our PMO
Answers
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Hi,
I hope you're well and safe!If you don't have a specific need to break them up by year, I would keep everything in one.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅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!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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