PMO- Automating the Intake Sheet

mcDosse_012

I recently started assisting with our team's SM and need direction in understanding setting up PMO. Presently, it's manual, but we need to create a better process, including an intake form to branch the projects out to their respective reports and tracking. The basis of our projects stem from an item report we receive regularly. It's a rolling report that has all current and past items listed and their status. We specifically look at 2 criteria, including the status to identify the items we need. The end of Q3 we could potentially get a spike in the issues we need to assign, so prepping for that. The data is saved on a sharepoint site (which I am pending access), so believe using Data Shuttle would fit our needs. But I have 2 key questions.

1. Is it possible to automate data from a sharepoint to upload into SM on a regular interval.

Once the sharepoint data is uploaded we are planning on creating an identifier to determine if the items were previously assigned. If not, those need to be added and assigned. We could have in the uppers of 60+ items and we'd rather not manually input

2. Is there a way to automate our Project Intake sheet to add the new items without manually going through a form?

Andrée Starå

https://community.smartsheet.com/discussion/128401/pmo-automating-the-intake-sheet

Hi,

I hope you're well and safe!

Do you have access to the Premium app, Control Center?

Is that an option if you don't have access already?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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