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

7

The Project Intake Form

Hover over each step to view a walk-through
A
In the Project Intake Sheet click on Forms
B
Edit the different text elements in the form to align with your project requirements
Note: Do not remove any fields as they are used at different levels of this template, however, if you wish to add fields you can with no implications. Learn more about forms here.
Project Intake Form