PMO Template Set Guidance
Good evening.... I'm a new Smartsheet user and attempting to setup my project environment using the Project Management Office Template Set. I have setup my Project Intake Sheet and have saved the Project level (copy for new projects) folder as a new project folder under the same workspace. According to the PMO template guide, I have to go to the new project's 'Project Metadata' sheet and paste the applicable 'Project ID' into the 'Project ID' field and the sheet should bring in the applicable data from my intake sheet. The sheet pulls in some of the data from the Project Intake Sheet, but some cells are looking for a 'Portfolio Summary Data' sheet, which I cannot find in the template set. Do I need to redirect the function back to the Project Intake Sheet where the data also exists? What I'm concerned about is modifying the linkage between the template set and not having full functionality between projects and the portfolio dashboard.
I receive a 'The linked sheet is not currently available - it may have been deleted or you may not have permission to open it' error when I click on the formula. It appears to be looking for 'Portfolio Summary Data', 'Project ID', and ' Portfolio Summary Header Row' sheet.
One would think that the template set would come with full functionality. I'm assuming that it works as intended and I just don't know what I'm doing yet. : )
Any guidance would be greatly appreciated.