Project Intake Sheet looks correct, Project Metadata and Project Plan missing reference

gregd · 03/11/22

Hello all,

I'm new to SmartSheet so still learning. I'm using the PMO template which makes sense so far, as per the instructions.

If I understand the functionality right, information feeds through from Project Intake Sheet to the Metadata and Plan sheets in the specific project folder (ie. Project Name feeds through to the others).

Everything was referencing fine, and now I've got rows of #REF errors. Specifically "Portfolio Summary Header Row" is broken.

I think I did delete what looked like a redundant header row in the Project Intake sheet (?), and perhaps that caused the error? I haven't been able to repair the reference.

Some very specific screenshots attached (trying to keep the actual data confidential)

I also have no idea if I'm explaining this correctly!

Thanks

project intake - project name showing.png

Greg

Hopey · 03/12/22

I am having the same issue did you arrive at a solution?

Andrée Starå · 03/12/22

Hi @gregd

I hope you're well and safe!

Have you followed this guide?

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

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

gregd · 03/14/22

https://community.smartsheet.com/discussion/comment/322472#Comment_322472

Hi Andree,

Thanks for sharing, but as I mentioned I've followed those guidelines to setup the portfolio. References were working just fine, and then stopped properly functioning (please review the notes I've put and the photos).

Any thoughts on the particular Portfolio Summary Header Row" is broken piece?

Thanks again

Greg

Andrée Starå · 03/14/22

@gregd

Happy to help!

Strange!

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)

gregd · 03/15/22

Sure thing, I attached screenshots in the original post :)

Andrée Starå · 03/15/22

@gregd

Yes, I've seen the screenshots, but it would be helpful if you could share the sheet(s) so I can look at live.

Make sense?

Project Intake Sheet looks correct, Project Metadata and Project Plan missing reference

Answers

Help Article Resources

Categories