Best Of
Re: More choice of colours for Projects in Resource Management
In the Schedule view, it would be great if we could customize the colour that the task appears. Currently, it appears based on the Confirmed, Internal, Tentative Project Types that are pre-set and non customizable. We would love to be able to change this so that we can colour based on a project tag like Project Manager!
Sophie_Centurion
Re: More choice of colours for Projects in Resource Management
I am working with Resource Management and would love the ability to customize the project type options. Currently I see confirmed, tentative, or internal that are color coded in the schedule. I would like to create options that make more sense for our work that are color coded in the schedules to easily visualize who is working on what types of projects. (I see I can add tags to filter by our desired options, but the color coding on the full schedule would be awesome)
Renee Jonas
Re: COUNTIF not pulling data
When using a {Cross Sheet Reference}, the {Reference} itself is the range. So if you only want rows 3 through 89 of a specific column, you would select those specific cells within that column when setting up the {Cross Sheet Reference}.
Even after you get your {Cross Sheet Reference} sorted, there is still the issue that COUNTIFS only allows for a single range and criteria set. To use multiple range/criteria sets, you would need to use COUNTIFS (with the "S" on the end).
However… Looking at your formula, you shouldn't need multiple range/criteria sets as blanks will not be considered greater than 0.90. That means you can drop that first set out.
=COUNTIFS({Range of Specific Cells), @cell > 0.90)
Paul Newcome
GRANDCHILDREN Function
It would be helpful to be able to get values of GRANDCHILDREN. The function would accept two arguments such that:
- arg1: numerical value, which identifies the child level.
- arg2: boolean, to indicate inclusivity(TRUE) or exclusivity(FALSE) of next level (up or down the hierarchy).
- arg3 [optional]: boolean, to indicate inclusivity up(TRUE) or down(FALSE) the hierarchy.
For instance, in a hierarchy with 5+ levels of indentation, you would be able to use SUM(GRANDCHILDREN(3, FALSE)) and you would SUM all values of 3rd generation exclusively.
Alternatively, SUM(GRANDCHILDREN(3, TRUE, TRUE)) and get the SUM of all values 3rd generation and down (4th, 5th gen).
Daniel Ochoa
Re: I shared my sheets from personal account to my business account and now they won't un-link
Hi @Kayleigh Colon!
Thanks for the clear explanation! This is a very common situation, and it is fixable.
Here's what's happening: When you create an item (like a sheet or dashboard), you get Owner permissions, but the item itself is primarily "owned" by your plan. This is why simply transferring ownership to your work account didn't move the sheets off your personal plan. Your personal plan still "hosts" them, which is why it's billing you for your colleagues who access them.
First: Fix This for Future Items
You should set your Default Plan to your company's plan. This ensures any new items you create will live on the correct plan from the start.
- In the Smartsheet app, select Account (bottom-left).
- Go to Personal Settings… > Plan Info.
- In the Default for creating column, select your company's plan and Save.
(Please note that changing the default plan doesn’t move items to the default plan. It only determines the plan where Smartsheet creates new items.)
Second: Fix Your Existing Items
To correct the plan that "owns" the items you already created, here are the self-service options you can try:
Transfer Owner permissions of a workspace: If your items are in a workspace, you can try transferring ownership of the entire workspace to your work account.
- Help Article: Transfer Owner permissions of a workspace
Save workspaces as new: You can copy the entire folder or workspace. This will create a new copy that will be "homed" on your new default plan (which you set in the first step).
- Help Article: Copy a folder or workspace
If you encounter any technical issues while trying this, it is a good case to route over to our Support Team via the Smartsheet Support Portal.
To resolve the billing issues on your personal account, I highly recommend using this specific link: Smartsheet Billing & Account Support.
For either channel, they can help you through a private channel. Just make sure to include as much information as possible in your support case, including your personal and work email addresses, the name of the assets, and any error messages you encounter.
I hope this helps!
Cheers,
Isaac.
Isaac A.
Dynamic View Access
If this does not already exist, it would be great for viewers to be able to toggle to a dynamic view that they have been shared to from the source sheet without having to go to the launcher.
Stef Bittner
New Formula Error message #ERROR IN RANGE
Right now the Smartsheet formulas will pass through errors that exist in ranges referenced in formulas. This can result in error messages like "#INVALID DATA TYPE" in formulas where that is fundamentally impossible - making trouble shooting much more difficult.
If, instead of opting for passing through any existing error messages, when the formula is referencing a range containing an existing error message it would give a unique #ERROR IN RANGE message, troubleshooting for both new and experienced users would be MUCH simpler.
Jgorsich
Re: COUNTIF formula where range is a formula column
:) Glad I could help! I've missed that a few times as well - it would help if there was a unique error message (like "#Error in Range") instead of passing through the original message. Going with the pass through choice makes it WAY more confusing to troubleshoot.
Jgorsich
Account for Budgeting Future Expenses in Resource Mgmt
This relates to Resource Management.
I'd like the ability to add a date with the budget amount to future expenses. The budget amount is entered in the Project properties but not the dates in which you anticipate them to occur. If you add them to future Expenses (via the My Work -> Time & Expenses), it still counts them as incurred (and not future) even though the dates are in the future.
In short - I'm trying to create a budget and actuals report by month (with Advanced Reporting data) and there's no way to account for future expenses.
If I am correct, then this would be a feature request - the ability to add a date for future expenses in the Project Budget settings.
For reference and some detail, please note this post in the community area along with a reply from a Smartsheet support employee. https://community.smartsheet.com/discussion/144759/how-to-account-for-budgeting-future-expenses-in-resource-mgmt?tab=accepted#latest
GSTThadMcLemore
Re: Sharing to unlicensed users
@patricia0002 Are they internal or external users? Do their email addresses have the same "@domain" as you?
If they have a different domain (are external users), you can add them as guests that can edit with no additional licensing costs. If they are internal users, they will need a paid license to edit.
Some work-arounds to this include update requests and the premium add-on Dynamic View. Both of those options allow users to update data without requiring a license regardless of internal vs external.
Paul Newcome