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Template Set Getting Started Guide

Project Intake

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Project Intake Template Set

Project Intake Sheet

Project Intake Form

Project Roll-Up Dashboard

Project Tracker Sheet (x2)Project Detail Report

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Project Intake Template Set Getting Started Guide

Metrics Sheet

REQUIREMENTS: Business and Enterprise Plan

REQUIREMENTS:

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Project Intake Template Set Getting Started Guide

Create a New Workspace

Drag the Files into Workspace

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Modify the New Consulting Projects Form

Project Intake Template Set Getting Started Guide

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B

C

D

A

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Modify the Project Intake Sheet

Project Intake Template Set Getting Started Guide

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D

B

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C

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Update Project Stage and Filters

Edit Automated Approval Request

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Project Intake Template Set Getting Started Guide

A

B

B

A

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Modify the Project Tracker sheets (x2)

A

B

Project Intake Template Set Getting Started Guide

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, ,

C

DE

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Project IntakeTemplate Set Getting Started Guide

Adjust Duration and Predecessors

Update Status and Filters

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B

B

A

A

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Project IntakeTemplate Set Getting Started Guide

Sheet Bonus: View or Edit Your Project Summary Data

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Define Your Work with Sheet Summary, Maximize Your Sheet Summary Usage, Create a Portfolio View with a Summary Report

B

A

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Review the Metrics Sheet

Open the Project Detail Report

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Project Intake Template Set Getting Started Guide

B

B

A

A

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Project Intake Template Set Getting Started Guide

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, ,

Update Project Roll-Up Dashboard

C

B

A

D E

G

F

H

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Share your Project Intake Template Set

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Project IntakeTemplate Set Getting Started Guide