Which Template Set is Better: Project Schedule Management or Project Tracking and Rollup?

Paige Luben

I am launching a new project with 13 working groups and many dependencies. Do one of these template sets function better under these parameters?

Jon Baier

I think the difference is mainly that the Project Tracking and Roll-up also contains a Portfolio level view. So, if you have a single project, I would use the Schedule Management template, but if you have multiple projects that you want to roll-up and have a Portfolio dashboard view, use the Tracking and Rollup version.

The Tracking/Rollup templates have an Intake process which you will need to use to link the individual projects back to the portfolio view.

Jon Baier

I think the difference is mainly that the Project Tracking and Roll-up also contains a Portfolio level view. So, if you have a single project, I would use the Schedule Management template, but if you have multiple projects that you want to roll-up and have a Portfolio dashboard view, use the Tracking and Rollup version.

The Tracking/Rollup templates have an Intake process which you will need to use to link the individual projects back to the portfolio view.

Paige Luben

Thank you so much! That advice is perfect because while I am just launching one project at the moment it will likely end up as more so will be using the Project Tracking and Roll-up.