Forms and reports
Requests in. Reporting out.
Collect work from anyone with a link, and see it across every plan without copying a cell.
New project request
Tell the PMO what you want to deliver.
Forms
Intake that lands in the right place.
Map fields to sheet columns and every submission is a row, owned and ready to triage.
Fields from your columns
Required fields, help text, defaults, and conditional logic that shows a field only when it applies.
Attachments
Respondents can upload files, which attach to the row.
Your logo and access rules
Show your organisation's logo, keep a form public or protect it with a code.
- Project nameTextProject
- ProgrammeDropdownProgramme
- PriorityDropdownPriority
- SponsorContact pickerSponsor
Form settings
Share link
Reports
One report across every plan.
Overdue actions across five plans, grouped by workstream, sorted by finish date. Built once, current every time it opens.
Filters, sort and group
Filter groups with AND and OR, sort on several columns, group by any column.
Pick the columns
Show only what the reader needs, in the order they need it.
Embed it on a dashboard
Drop a report into a board as a widget.
Together
Forms and reports meet in the same plan.
Submission to row to rule
A form submission can trigger an automation that assigns, notifies or updates.
Intake Triage agent
Flags any submission nobody has picked up, so requests do not wait unseen.
Always current
Open a report any time and it reads the rows as they are.
FAQ
Questions people ask.
Bring one plan. See it run.
In 30 minutes we set up a workspace like yours and show sheets, Gantt, dashboards, capacity and a PM agent at work.