Help with template set selection

Sally Cowlard

I'm looking for a template set (set of template sets!) to create a prototype but I can't find what I need. Could someone give me some recommendations?

We will have multiple templates for different types of project (website development, etc.) and for personal task/objective management. Some of the project sheets need to feed into a roll-up giving overview stats on multiple projects in a single roll-up (for a particular team or project type). We also need a resource planner for managers to see what colleagues are working on before they allocate tasks from other projects to team members. And we need a master managerial roll-up that gives an overview of everything.

We will work with someone to help us plan, build and configure our ultimate solution but in the meantime we need a prototype but I can't see how to piece this together easily and quickly. (I looked at the Project Tracking and Roll-up template set but the roll up is for a specific project only - I'm looking for more of a team-level roll-up, plus the other things). Many thanks

Andrée Starå

@Sally Cowlard

Happy to help!

Yes, it's relatively easy to change/update to what you need, but here are two other options that might work better for your need.

https://www.smartsheet.com/marketplace/template-set/project-schedule-management

https://www.smartsheet.com/marketplace/templates/project-resource-management

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Andrée Starå

Hi @Sally Cowlard

One of the two template sets below would be an excellent starting point.

https://www.smartsheet.com/marketplace/template-set/project-management-office

https://www.smartsheet.com/marketplace/template-set/project-intake

What do you think?

Would any of those options work/help?

I hope that helps!

Be safe, have a fantastic weekend, and let me know if I can help in any way!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Sally Cowlard

Thank you very much for the fast response. I'll have a proper look at these tomorrow when I have a little time away from my kiddies. We don't need any forms for collecting project details / submitting for approval as we already have an automated system for that (it just doesn't have project management functionality or resource management unfortunately) - will it be straight forward to remove those components from the template sets? Or is there a better set with that in mind? Thanks again.

Andrée Starå

@Sally Cowlard

Happy to help!

Yes, it's relatively easy to change/update to what you need, but here are two other options that might work better for your need.

https://www.smartsheet.com/marketplace/template-set/project-schedule-management

https://www.smartsheet.com/marketplace/templates/project-resource-management

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!