From Project Metadata to Project Intake Sheet

I created a workspace using the PMO template.
I created a new field in the project plan header that populates the completion date of a project based on the status. I have linked it to the project metadata.
I have created a new field in the intake as "Completion Date", how do I populate the intake field from the field in the project metadata.
Thank you.
Regards,
Synon
Best Answer
-
Synon,
You’ll need to create the cell links manually between the Intake sheet and the Project Metadata sheet.
In the Intake sheet:
- Right-click on the "Completion Date" cell.
- Select "Link from Cell in Other Sheet…".
- Choose the corresponding cell in the Project Metadata sheet.
Gia Thinh Technology - Smartsheet Solution Partner.
Email : thinh.huynh@giathinh.tech
Answers
-
Hi @Synon
I assume that you are using Control Center to provision new projects.
At the Blueprint Summary step in Blueprint setting page, you can find the Intake Summary section at the bottom of the page. There, you can set up the mapping for the Completion Date from the Project Metadata to the Intake sheet as shown in the screenshot below.
I hope this helps!
Gia Thinh Technology - Smartsheet Solution Partner.
Email : thinh.huynh@giathinh.tech -
Hi @Gia Thinh,
Sadly, we still don't have Control Center. Is there a possible workaround to do this?
Thank you.
Regards,
Synon
-
Synon,
You’ll need to create the cell links manually between the Intake sheet and the Project Metadata sheet.
In the Intake sheet:
- Right-click on the "Completion Date" cell.
- Select "Link from Cell in Other Sheet…".
- Choose the corresponding cell in the Project Metadata sheet.
Gia Thinh Technology - Smartsheet Solution Partner.
Email : thinh.huynh@giathinh.tech -
Thank you @Gia Thinh,
I think that's the current solution as well.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.9K Get Help
- 429 Global Discussions
- 147 Industry Talk
- 486 Announcements
- 5.2K Ideas & Feature Requests
- 86 Brandfolder
- 151 Just for fun
- 74 Community Job Board
- 498 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 305 Events
- 36 Webinars
- 7.3K Forum Archives