I am looking for The Tracking/Rollup templates with an Intake process for multi project tracking

Rod Bryant

This statement was a response to question last year, I downloaded the template and deleted after "playing around with it" and wanted to restart fresh, now i can't seem to find it.

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

Rod Bryant

Thanks for both templates, either should work out fine. I appreciate it!

Andrée Starå

@Rod Bryant

Excellent!

You're more than welcome!

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Andrée Starå

Hi @Rod Bryant

I hope you're well and safe!

Have a look at these two template sets.

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

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

Would any of those work/help?

If not, let me know and I'll take a look in the archives.

Please send me an email at andree@workbold.com, and I'll share it with you.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅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!

Rod Bryant

Thanks for both templates, either should work out fine. I appreciate it!

Andrée Starå

@Rod Bryant

Excellent!

You're more than welcome!

✅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!