5
Cell Link from the Project Intake Sheet
Next is a crucial step in making sure your portfolio reporting information is accurate and flowing in real time. Every time you spin up a new project by copying the folder you must reference some of the new data back in the intake sheet.
Hover over each step to view a walk-through
A
From the Project Intake Sheet, navigate to the row of the new project you have just created. You can easily look for this by scanning for the Project ID.
B
Highlight the following cells, which are colored yellow: Dashboard Link, Start Date, End Date, Schedule at Risk, and Project Status cells.
C
Right click on the cells, and select "Link from Cell in Other sheet." In the menu, navigate to the newest Project Metadata sheet, or search for it by name in the search box.
D
Highlight the same cells in the Project Metadata sheet, which are also colored in yellow: Dashboard Link, Start Date, End Date, Schedule at Risk, and Project Status cells. Press Create Link.
Project Intake Sheet
Project Metadata