Best Of
Re: Welcome to the Project Management Office (PMO) Community!
Hi! I'm Claudia. Very happy to see this community here!
- How long have you been using Smartsheet? I first discovered it for a personal project, and have used it at two different workplaces during the last 10 years.
- How are you using Smartsheet today or planning to in the future? Our PMO has built multiple solutions for project, process and work management. We have automated processes using workflows, and extensively use formulas and links between different Smartsheets to feed our portfolio dashboards. We also have a dynamic portfolio where each team can see their project, budget execution, as well as a quick view of their resources allocations. Also, thanks to the formulas and links, we have been able to optimize our team allocations.
- What would you like to learn from your peers using Smartsheet for Project Management Office (PMO)? How are you handling the transition from having free editors and commenters to licensed users, are you transitioning some users to viewers only? Also, if you have Enterprise, what are the main benefits for a PMO?
hamelatasq
Re: Sharing reports with data without even view access to the source sheet
I like to share reports because it is more customizable and would love to be able to do this with others not shared to the source sheet.
AngB789
Re: Renaming Column Name in Report
It would be nice to have the option to rename a column in a report ONLY and not on the source sheet. sometimes different leaders want the report to reflect a very specific column name. and I dont want to change it on the source sheet because it pulls into calculations and links to other metadata fields and I want everything to match on the source sheet. but it would be nice to tailor report column names to specific needs.
bkrie004
Re: Datasources for Dropdown Menus
When creating a droplist list column it will auto populate with values already in the column whether in the same sheet or sourced from another sheet. However, after the dropdown list does not change thereafter. Most of the requests to auto refresh dropdown lists and use them in forms arise due to the inability of the dropdown list to be automatically updated. While this can be achieved with the premium data shuttle app and multiple third party products it should be a native Smartsheet function and it's absence is a major shortcoming.
WGTP
Re: Successful Ai Prompts
What types of sheets are you looking at?
For example, if it's a project schedule, you could say something like:
"Summarize the information on this row.
Make sure to note:
- If the Task is on track to be completed by [Due Date].
- If the Task is flagged as a [Milestone].
- Highlights from any conversation on this row, across all comments. Don't include comments verbatim."
The key is to be explicit with your objective and criteria you want the AI to keep in mind. From there, iterate until you're happy with the output.
Sam_Harwart
Allow Control Center Automation for Select or Create a Workspace
I would like a way to use Control Center automation on blueprints where I want to "Select or Create a Workspace". Currently, turning on Control Center automation is not possible if I want to select or create a workspace for my projects in said blueprint.
Aileen Evans
Re: Question about Formula
You would probably need a helper column to pull in the inventory value, but this column could be hidden. Then use conditional formatting for the highlights.
For the second question, that is a probably. Without more information, it is hard to say exactly. My usual way of cheating the system is instead of using the linking, I start out by typing in the formula =Index( Then I use the reference another sheet and select that cell. Back in that formula, I then remove the Index( leaving just the = and the reference. This can then be made into a column formula.
Matt_A
Is there a way to create a template from a full workspace?
I am working on creating a workspace for onboarding new employees. Essentially it is an interactive checklist that will remind people of upcoming tasks etc… I have my main sheet, and then I have other sheets that I use for referencing different data and pull it to the main sheet. I would like to make this whole workspace a template so that every time a new employee starts, managers can grab the template, fill in a few names and everything else populates.
I tried to "Save as New" and this didn't really work as sometimes it seemed that data would update in the "New" workspace, but then other times my data would be sent back, or pulled from, or combined with data from my original sheet.
I tried to "Save as Template" but that simply saves my main sheet and not the rest of the workspace.
Thanks,
Nathan Fraser
Re: Table view initial release is now generally available for all customers!
Table's search functionality is something we have all long desired - kudos. One question: Is there a plan on the roadmap to bring table views to reports as well?
charish