Adding additional rows to PMO a Project Metadata Sheet + Project Category ideas

melissalk

Hello!

Has anyone ever added multiple Project ID rows to a PMO Project Metadata sheet? Each one of our projects will have 7 component ('project') plans so I would like to have those included on the project metadata sheet. I did a test and added each component to the Intake sheet and then copied/pasted the first row on the Metadata sheet to pull in the ID #'s and linked the cells. So it appears that it will work, but I'm wondering if doing so will impact any links, formulas, dashboards, portfolio reports/dashboards, etc. down the road.

Also, what are some ideas on using the Project Category on the Intake form? We're trying to figure out how to use that column as we don't have set category types for our projects. We create educational materials for students and teachers so one project tends to cover materials for both.

Thank you for your help!

-Melissa

Michelle Choate 2

So on your first paragraph - yes this is all possible, and it is also possible to set it up in ways that will not affect links, formulas, dashboards, etc. down the road. We would need to see screen shots of what you have to give you any ideas on how to improve.

One idea is that you could leave the Project Category column as open text and let people put in their own category. Or you could make it a drop down if you have broad subject matter that it could be under such as Math, Science, English, etc.