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Can I set up an automation to archive a project from within a sheet inside the folder project?
We're looking for a more efficient way to archive our projects. I was wondering if is it possible to set up an automation inside a sheet (Let's say inside the Project Charter template) triggered once a box is checked by the PM to archive the whole folder and disabled the automations from other sheet. Any one has done…
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SCC Global Update - Add number formatting
Add the ability change a columns number format. I added a new column but was unable to change the number format to percentage.
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Both reference ranges in a column formula are not globally updating? Any advice?
Hello All, I have edited a column in my template with a new formula. This column NOW has a formula that pulls in data from a reference sheet (metadata sheet). I have tested this out through a provisioning test, and it works! I Love it! This is a screen shot from my template sheet. =INDEX({Metadata Range 1}, MATCH("Project…
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Control Center Error
I'm not sure why I am getting this error. Has anyone seen this before?
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Pivot App - Include Pivot Charts in Template
We have a Workspace template that is duplicated (in control center) for each project but the pivots aren't included in that template and have to be reconfigured each time. This is unrealistic for the volume of projects we need created. Same applies for other premium app configurations, too.
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Control Center: Linking an intake sheet field to metadata for existing projects
Hi, Using control Center, I am looking for a way to change project managers for existing projects. Once the project is provisioned the project manager is set at that moment in time. I have fixed this problem in the blueprint to link to the intake sheet. now if I change the project manager on the intake it changes the…
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Dynamic Report Scope not updating properly
I added a few reports to the Dynamic Report scope within our Blueprint in Control Center. After a new project was provisioned, rather than updating the source sheets to what I had selected, the previous selections (entire workspace and sheets) were still listed. The documentation notes say that this would be overwritten…
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Control Center & Cross-Sheet References
Hello all, This is my first attempt at SCC provisioning of sheets and I ran into my first problem. There are three sheets in the blueprint -> Sheets A1, A2, & B. B pulls in data from sheet A1 and A2 via cross sheet references (index/match so I can reference by a key value in case rows move around in A1 and/or A2). When I…
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Is there a way to transfer a project from one program to the new Portfolio WorkApps
I am looking for solutions to use Portfolio WorkApps but add my existing projects from the pre-October program I was working with. I would love if I could get some direction on how to do this if not any work around suggestions would be welcome
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Generate Documents - Global updates Control center
Need the ability to push global updates to the Generate Documents feature. We will have 900-1000 active jobs in control center that will be using Generate Documents feature. A few BIG problems If it is not set up at the front, you cannot add it to all active projects. If you have a document in 900 projects and you need to…