Best Of

HI All - Over the course of the year, I have created and made adjustments to several templates and have been trying to find one that fully works. Currently, I am using a template that my co-worker developed, in which I have made a few edits for my own purposes. It comprises of 1 Sheet = Purchase Requests with one form that a requestor fills out. On that sheet, I delegate and make decisions on how I am going to 'pay' the request and then I hit a check mark which copies that line over to a new Tracker Sheet, 3 tracker Sheets for my purposes as I use a credit card, NonPOs and POs for purchases. I have an additional Invoice Sheet with 2 forms that I enter, one with the PO# once I receive that and another form for the Invoice information once I receive that. The information is then stored in my Invoice tracker from which I manually organize a bit.

I believe there are some ways that I can make this easier for next year and cut out some of the steps, but I have not had the time to work thru those details yet. This is what I'm using so far this year, for the first time and it has given me the options I need for the complexity that I have with my role. It also allows me to use a lot of helper sheets to automate dept #s, codes, budgets etc.

Not sure if sharing this link will work, let me know if there are questions. Please note that there were a lot of little things to make this customized for my needs, but this was the basic idea that my coworker came up with and works for now.

https://app.smartsheet.com/workspaces/3rPhCm74p4972VCH4JQ9xw2F9pqVX74pXGjX2wx1

Hi,

Im setting up a project dashboard and i´d like to have some sort of a visualization of the project timeline.  What Ive done is Ive created a report that extracts all the headlines from our activity sheet and that report is then shown as a widget in the dashboard. In the report however, there is a feature that allows my to start the gantt view from todays date while in the dasboard, it seems to by default start from the 1st of january so basically in order to see the visualization of todays activitys, you have to scroll. Is there a way of fixing this?

(Also I´d love to get some input from others if you have some third party apps or such that integrates and can create more imposive live data visualizations than the Smartsheet Gantt!)