Control Center - Add Existing Projects to Intake Sheet

Is there a programmatic way of adding existing projects to the Intake Sheet via Control Center or other means without duplicating respective projects?

I've been using Control Center to provision projects in my portfolio, but want to add projects which have already been created to the Intake Sheet to promote a unified way of updating profile data for all of my stakeholders. Because I've introduced the Intake Sheet integration with Control later following the introduction of Control Center, I'm now in a situation where the only solution I see is to:

Turn off Control Center automation, which triggers project provisioning
Update the flag in the Intake Sheet noting a project was created
Manually add each project (30+) and perform cell-linking (50+ profile data elements) for each project.

This would take hours to do. Hoping there's a better way.

Thank you,

Zeb

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Andrée Starå

Hi @Zeb Loewenstein

I hope you're well and safe!

Depending on the structure of the former projects, there are a couple of options.

Add the projects to the intake sheet and then mark them approved so they will provision automatically (if that feature is activated)
You'd then have to manually copy/paste the old projects to the new structure (sheet by sheet)
Develop a structure to migrate as much as possible automatically, but if you have around 30 projects, it's probably not worth it. I do it this way when I have clients with hundreds of projects.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Zeb Loewenstein

Andree - thank you for your response. Your proposed solution makes sense but would cause more issues given the projects I want to be included within the Intake Sheet are already on Control Center, integrated with Resource Management.

Long story short it sounds like there's no programmatic way to connect projects (already on Control Center) with reverse cell-links to an Intake Sheet.

Topher Barnett

I'm in the same boat right now. I have 171 sheets created from a template that I want to migrate over to Control Center to be able to Global Update. Do I have to recreate every sheet in Control Center and manually copy/paste the data?

Andrée Starå

https://community.smartsheet.com/discussion/comment/480023#Comment_480023

Hi,

I hope you're well and safe!

Depending on your sheet structure, it might be possible to develop what I call an import solution. I've used this method to map similar structured sheets in Control Center, allowing me to recreate all sheets with the correct information. I did this to get more than 600 projects into Control Center.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Topher Barnett

That could be really useful; how did you accomplish that?

Andrée Starå

https://community.smartsheet.com/discussion/comment/481178#Comment_481178

In the 600-project case, it wasn't easy and involved multiple steps over weeks because they had a lot of data linked from other places. However, one thing that made it easier was that all project sheets looked the same.

In essence, this is how it worked, but it might be much different in your case.

You will end up with an Intake Sheet containing the Profile Data, which will also include a unique Project ID or similar identifier used to reference data that we want to autopopulate. This will help recreate the old sheets using cross-sheet formulas.

Sometimes, I had to copy and paste information, and sometimes I had to combine it and then split it out using formulas.

I probably had some specific tips and tricks or magic that I can't remember, but might if I go back and look at it.

Make sense?

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Awesome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

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