Help with PMO Toolkit

TCRaven

I recently downloaded the PMO Toolkit and it has a formula in it that looks at a Project Summary sheet and pulls data into the Project Plan worksheet. I'm trying to replicate this for my projects — but not sure how to have this formula find the data in my Project Summary sheet — it still seems to be pulling these attributes from the PMO Toolkit's worksheet

=IFERROR(INDEX({Priority}, (MATCH($[Task Name]$1, {###}, 0)), 1) + " priority submission created by " + INDEX({Created by}, (MATCH($[Task Name]$1, {###}, 0)), 1) + " on " + INDEX({Created Date}, (MATCH($[Task Name]$1, {###}, 0)), 1), "Invalid row ID. Copy ID from the ### column in the Project Summary Roll-up Sheet")

Looking to have it pull from the Project Summary Roll-up Sheet in my new folder for my projects.

prime_nathaniel

@TCRaven

It is finding the priority level, person creating, and the date created by the ID denoted as {###}. To make it work on your sheet you will need to make sure all the data in {} is reset to look at your project summary NOT the template one. You can edit this in your cross sheet references (right click on any cell → manage references).

As long as the data types and id's all match you should be fine, formula is pretty simple outside of that

X priority submission created by Y on Z
or "Invalid row ID" whenever id is not found in {###}