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

Rod Bryant · 03/31/21

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 · 04/01/21

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

Andrée Starå · 04/01/21

@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!

Andrée Starå · 04/01/21

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 · 04/01/21

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

Andrée Starå · 04/01/21

@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!

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

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