Matching data from one column in Project Intake Sheet to another column in Project Metadata

Eric Hash

Hi so I am currently redesigning a project tracking system for a company. I downloaded the PMO template set to use to get a foundation but it will not track the data i need it to track. Basically what I need help with is I have multiple columns in the Project intake sheet that will have simple data put in them like dates and titles and i just need that data to copy over into the project metedata sheet and i need the sheet to automatically add data when new info is put in. I have tried cell linking the columns however smartsheet will stop after about 46 rows and i have tried INDEX(MATCH however that does not work at all and i have tried covert to column formula but that does not work because i cannot figure out how to configure it to be a column formula. Really this is just simple copy data from one column on another sheet to a new column.

Paul Newcome

Have you looked in to Reports? Are you able to provide some screenshots with manually entered data that show what you are wanting to accomplish?

Andrée Starå

Hi @Eric Hash

I hope you're well and safe!

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Eric Hash

Ok for more detail, so in my project intake sheet I have a column that is labeled Project Manager which is a dropdown column that our head engineer will fill out. In another sheet labeled project metadata(this is a sheet for the actual progress to be tracked via input from the engineer working the project itself), I have another column labeled project manager. I need the value put in the column in the project intake sheet to automatically be put into the column in the project metadata and for the system to keep doing this when new rows with new managers are put in.

Andrée Starå

@Eric Hash

Will you have one Project Metadata sheet per project or everything in one?

Eric Hash

It will be everything in one so we have project A,B,C etc all on project metadata and then they will all go to their respected dashboards(via hyperlink). Metadata is going to be used for an in-depth tracking of all projects in one place.