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Portfolio WorkApps Not Displaying Projects in Project List
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
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Mail merge emails
We keep our customer contacts in SmartSheet now and send some emails to the list via our Outlook accounts. Is there a way to write an email in Outlook (or Word) and merge the email address from Smartsheet without exporting the sheet to Excel? We use Google Docs but not that much.
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Grouping in Reports
I need to do something other than just group alphabetically or numerically by ascending or descending. I would like to be able to choose the order in which I see my "grouped" report. I feel like you can do it, you already sort of have it in the filtering set up in reports, you just have to assign a numbered system in which…
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"Last 7 days" filter is different than >TODAY (-7)
Hello, I need a sanity check: Following a crazy chase for a discrepancy in my sheet, I found out that if I create a filter "In the last 7 days", it starts counting yesterday as day 1. But if I calculate SUMIF is the option {Date} > TODAY (-7), it counts today as day 1. So, my final SUMIF tally is off compared to adding the…
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Salesforce and Jira Connectors: Administrator Collaboration on Workflows
At present administrators can see a workflow created by another administrator, but they cannot view or edit details. Oddly, they are able to disable or delete it. Administrators need to be able to share their Salesforce Connector workflows with other administrators with edit and view permissions.
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Enable Workspace Modification
Allow an Admin to modify the sidebars (e.g. Browse, Workspace Shared To) to accommodate better visibility to the main space. This should be a simple "Hide" or "Move" the bar to the left or right. The current structure makes the workspace less than optimal.
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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Adding year to quarterly equation to count
I want to count how many projects in each network have expected completion dates within the quarter per year. For example, in Upstream, I know 3 projects will complete in Q1 2024 but 1 will complete in Q1 2025. The formula I'm using won't account for the year and count correctly for what I know are the actual expected…
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Business proposal
I am currently scrutinizing a received business proposal for the establishment of my online travel agency. My objective is to ensure the success of the business by strategically leveraging robust programming languages, frameworks, and technology stacks that seamlessly integrate. This includes meticulous adherence to laws,…