Using the PMO Template

Hopey

Can anyone walk me through the PMO Template setup to enable it to share input data across its sheets.

I can input data via a form into the intake sheet and that ends up in the portfolio Dashboard. But nothing gets entered into the Project Metadata and it is the same if I manually input it into the metadata sheet.

HELP!

Andrée Starå

Hi @Hopey

I hope you're well and safe!

Have you looked at this guide?

Smartsheet

https://app.smartsheet.com/b/publish?EQBCT=8c1ace8ce2d14472a986005d454626d8

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Hopey

Hi Andrée

Thank you for your response. I think I have religiously followed the SmartSheet link and still unable to implement my projects effectively. It might be that I am doing - or not doing something simple but what I want to do is rule out any inherent problem in the template. Equally I do not want to have to go down to checking the lookup equations.

Best regards

Paul

Andrée Starå

@Hopey

Happy to help!

I'd be happy to take a quick look.

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)

Hopey

Hi Andree

Thank you for your assistance I will put something together and send it to you

Best regards

Hopey

Andrée Starå

@Hopey

Excellent!

I'm always happy to help!