4
Copy the Project ID
The ability to intake hundreds of requests, or projects, and spin them up in a standardized way is crucial to the success of this solution. By using lookup formulas, and a unique identifier - such as the example SM-XXX naming convention provided - you can deploy projects at scale with consistency.
Hover over each step to view a walk-through
A
From the Project Intake Sheet, copy the Project ID for the specified project.
B
In the new Project Plan folder, open the Project Metadata Sheet.
C
Paste the Project ID over the placeholder Project ID, example SM-004.
D
Notice that the information in the Project Intake sheet now populates the cells in the Project metadata sheet.
Project Intake Sheet
Requests from the Project Intake Form populate to this sheet, which ultimately powers the rest of the solution.
Project Metadata