Best Of
Re: Index/Match, Distinct/Collect formula question
If you have the users enter the PID into a sheet summary field, you can reference the sheet summary field in the formula and it will still be a valid column formula.
Paul Newcome
Re: Block out calendar dates on Project Plan
Hi @rachkh,
Managing non-working days such as holidays effectively in your project plans is crucial for accurate scheduling and resource planning. While Smartsheet offers flexibility in project management, its approach to handling non-working days might require a bit of manual setup to achieve the desired outcome. Here's how you can address your concerns:
Adjusting Non-Working Days in Smartsheet
- Setting Non-Working Days: In Smartsheet, when you mark dates as non-working in the Project Settings, it's primarily for the purpose of calculating working days for tasks. This setting influences the duration and end dates of tasks that are set to auto-schedule. However, it does not automatically prevent you from manually setting a task to start or end on these non-working days.
- Manual Task Adjustment: If you manually schedule a task to start or end on a non-working day, Smartsheet will allow it, assuming you have a specific reason for doing so. The idea here is to provide flexibility rather than enforce a strict blocking of dates.
Workarounds and Best Practices
- Automatic Adjustment: To have tasks automatically skip non-working days, ensure that your tasks are set to use the "Auto-Schedule" feature. This way, when you enter task durations, Smartsheet calculates the end date based on the working days defined in your project settings, skipping any non-working days.
- Visual Indicators: For a visual reminder of non-working days, you can add a row at the top of your project plan specifically for marking holidays and other non-working days. Use conditional formatting to change the background color of these cells, making it visually clear which days are off.
- Project Templates: Consider creating a project template that includes these non-working days and any other project-specific settings. This can save time and ensure consistency across all your projects.
- Custom Columns: Another approach is to add a custom column to indicate whether a day is a working day or not. You can use this in conjunction with formulas to warn you if a task's start or end date falls on a non-working day.
Bassam Khalil
Re: How do I add days to an existing date?
Hi @Jenna P,
If your DATE and Paid off by (est.) columns are both set to date then in the latter put the following formula:
=Date@row + [Days rounded up]@row
You will need to copy/paste the date into the other rows for this to work, but you can then convert it to a column formula.
Alternatively:
=Date$1 + [Days rounded up]@row
(change the 1 for the row number of your date). Here you can't convert to a column formula, but you can copy/paste or drag it down.
Pick whichever option you prefer! 🙂
Hope this helps, if there are any problems/questions then just post!
Nick Korna
Re: Changes to asset Admin permissions and new Plan Asset Admin role, now generally available!
@Julie Becker Thanks Julie, unfortunately, the backend changes for this aren't set up to work for one user and not others in an organization. I agree that we want as much feedback as possible. This change just doesn't allow us to do that.
QuanT
Re: Can automation create a new sheet from a template?
I too am hopeful that this will become a feature inside of the GUI
I can't believe that this hasn't been addressed. 2+ years and smartsheet hasn't listened to its customers...
bryan.krusch
Re: WEEK # in Month Calculation
All we need is an IF to say that if the weekday is a Sunday (1) then add one more to the final calculation.
=WEEKNUMBER(Date@row) - WEEKNUMBER(DATE(YEAR(Date@row), MONTH(Date@row), 1)) + 1 + IF(WEEKDAY(Date@row) = 1, 1, 0)
Paul Newcome
Re: Exactly Duplicating an existing SHEET to a new sheet
Open the sheet you would like to duplicate. Right click on the tab and select save as new. Change the name of the "new" sheet and select the location to save it. Then open the new sheet, remove the data that you don't want and re-save. You will have an exact replica.
Nicole Tellez
Re: SUMIFS with two condition in the same column
Hi @Eyglo
It looks like your column references are off a little - you'll need to wrap [square brackets] around the column name each time, instead of around the column name listed twice.
=SUMIFS([Estimated DC kW]:[Estimated DC kW], [Stage #]:[Stage #], OR(@cell = "0. Pipeline", @cell = "1. Backlog"))
Additionally I noticed your quotes are curved. Ensure they're straight up and down "" like so!
Cheers,
Genevieve
Genevieve P.
Re: New and improved Safe Sharing experience, now generally available!
@Zac Wolfram - Do you have Data Mesh or Bridge? I haven't had a chance to try it for this purpose but I am thinking in the same vein: Once a domain or external email is approved, add the domain or email address to a new row (and just add value to the one column, instead of using a Copy Row automation). Data Mesh would have to run from a report, and would be limited to hourly. Bridge could trigger immediately. @Lekshmi Unnithan - Curious if there are any restrictions to using these tools to write data to the approved emails or approved domains sheets?
Scott Peters
Re: "submit and open new form" option
Hi @drkailey
You can set a form to allow a new entry as soon as the submission has gone through from the Settings tab:
If you're looking for the form to remember a previous entry, there's another Idea already created around this topic! Please add your vote and voice to this thread: User-selectable "Sticky" Form Response Fields
Cheers,
Genevieve
Genevieve P.