Best Of

@Hillary you can make this automatic. Instead of fixing the widget to a static range, drive it with a report or helper column that filters based on TODAY(). For example, add a formula to flag only current/future months, or build a report that only pulls rows with dates ≥ current month. Point your chart to that source, and past months (like Oct ’25) will drop off automatically without manual edits.

thank you @Isaac A. for your time and help

i'll open a ticket with Support team

Having read and interacted with Support regarding many issues with the new True-Up system, I can safely recommend that you look for alternatives to Smartsheet like we are after discovering what exactly this new subscription based system entails and how it's launch has been botched by Smartsheet. Support provides little to no actual information outside of PR speak, so I will inform you about what "workaround" Andree is alluding to.

For starters, an overview of the True-Up system:
Each billing cycle, your account will go through the "True-Up Process" where users with the 'Viewer' permission class will be, if they were given Comment, Edit, or Update permissions for any sheet in your Smartsheet domain (granted by ANY 'Member' permission member who owns a sheet) that 'Viewer' will be updated to a 'Provisional-Member' which, as one Smartsheet member informed me, was the 'try before you buy' subscription.

During the True-Up cycle and before the next billing cycle, Admin level users can navigate to the User Management section to mark any Provisional-Members as either full Members (giving them a paid license), or to downgrade them back to Viewer which will remove ALL create, edit, and comment permissions on ALL sheets that that user was given access to.

At the end of the billing cycle, all Provisional-Members not downgraded to Viewer will AUTOMATICALLY be upgraded to a full 'Member' license, and the cost on your bill will increase and be PRORATED based on their 'usage' whatever that truly means. If any support reps would like to challenge this intended flow or clarify you are free to.

THE WORKAROUND (AS PROVIDED BY A SMARTSHEET SUPPORT AGENT):

Now, the 'Workaround' that Andree likely alluded to is a bit of a loophole in how the True-Up system is apparently supposed to function. Essentially, when an Admin downgrades a user from a Provisional-Member to a Viewer, this removes all permissions that user had and also prevents that user from being marked as a Provisional-Member during that same Ture-Up cycle. However, that same member can be granted edit permissions again to sheets and gain a sort of 'frozen provisional-member' license that will not go through as a full Member at the end of the True-Up cycle, and instead shift over to the next cycle where that user will again be marked as a Provisional-Member eligible for automatic upgrade to Member status.

The workaround, as you quite aptly stated, is a time consuming mess of fighting the True-Up system each and every cycle, and it would look something like this:

1. Get all Managers/Team Leads who you WANT to have full Member licenses (i.e: the 8 you have currently) into a meeting with one of your Smartsheet Admins

2. The Admin downgrades all Provisional-Members to Viewer, removing all their permissions.

3. Managers then re-add ALL Viewer members back to the sheets they need access to with the appropriate permissions.

4. Repeat ad nauseum each and every billing cycle.

As one might guess, this method is time consuming, and nigh impossible if you have a larger number of sheets which I can only assume is the idea. I am also extremely concerned about the 'Prorated charges based on usage' that is mentioned in their support documents as this sounds like if you were to miss a Provisional-Member one cycle whom you have done the downgrade-upgrade shuffle with for 2 years, you might get prorated for the full 2 years of their usage instead of just the one month. When I asked this question in my support ticket, I did not receive a response.

I would be happy Andree if you were to inform me as to where I may have strayed from the intended procedure of the new smartsheet subscription service.

My advice to any and all who are members of Smartsheet at the moment: Download your sheet and owner information and begin the process of looking for alternatives. This rollout was botched beyond belief, the changes do nothing to serve Smartsheet's client base at large, and Smartsheet's reporting and transparency leaves much to be desired. As many have likely seen, even if an Admin goes through the whole True-Up list and downgrades everyone, those people will be marked as True-Up Provisional Members the next day and require the whole process be done again in the same cycle. Smartsheet agents have informed me that 'in the backend all is fine and it's a front-end glitch', but all this does is further reduce my trust in their ability to accurately report information to their users.

If you found this helpful or insightful, please feel free to mark it as such so that more people can see this comment.

Kind regards,