Project Management Office

1

Create a New Workspace

2

The Project Intake Sheet Form

3

Copy the Project Template Folder

4

Copy the Project ID

5

Cell Link from the Project Intake Sheet

6

Site / Project Categories

7

The Project Intake Form

8

New Project Approval Request

9

Project Portfolio Rollup Dashboard

10

Modify the Project Plan Sheet

11

Sheet Bonus: Use Baselines to track project status

12

Adjust Durations & Predecessors

13

Assign Tasks to Team Members

14

Adjust Alert

15

Sheet Summary: View or Edit Your Project Summary Data

16

Update Status and Filters

17

Use the Overdue Report

18

Schedule Health Column

19

Monitor the Individual Project with the Site Plan Tracking and Rollup Dashboard

20

Delete the Sample Data from the Project Intake Sheet

21

Share Your New Solution

6

Site / Project Categories

The standard categories are Category 1, Category 2, Category 3. These will not fit your exact process, so here is the process to change them:
Hover over each step to view a walk-through
A
In the Project Intake sheet, find the Project Category column and double click the column header.
B
Edit the three drop-down options. Change them to categories that meet your requirements. In the videos above, "Example" is used in place of "Category".
C
Referencing your category edits, replace the column headers and the corresponding cells in Row 1 in the Portfolio Metrics Sheet. Doing so will enable the metrics to pull correctly for each category. Be sure to use exact spelling.
Project Metrics
A metric sheet, summarizing KPIs across the portfolio of projects.
Project Intake Sheet
Requests from the Project Intake Form populate to this sheet, which ultimately powers the rest of the solution