Best Of
How to setup a Portfolio->Program->Project Structure?
Hi Community,
Good day.
I used the PMO template of Smartsheet. I intend to insert a program level in between the portfolio and project, that will have its own metadata and dashboard. Can you please guide me on how I'll be able to insert this level (will it just be another field in the program metadata or a new folder? How can I setup the projects such that it will rollup at program and portfolio level?
Thank you.
Synon
Best practices for project sheets so data can roll up to portfolio dashboard?
My team manages many projects, each having a sheet with many parent and child tasks. I am researching ways to roll project data up into overall portfolio views for leadership but all of the PPM/PPO templates Smartsheet provides seem to pull portfolio data from an "intake sheet" which is not a process we employ. I'm finding it difficult to produce simple reports showing data by project because of all the parent/child nesting. We are in the middle of revamping our project templates and I want to make sure I design them in a way that will allow us to easily roll up data to a portfolio view (% complete by project, number of overdue tasks by project, all projects owned by a person, etc). What best practices do you all recommend for accomplishing this? I am using a roll-up row at the top of each project sheet and was thinking I'd utilize the Sheet Summary for certain things but would love any guidance you can offer. Thanks!
Sarah541
Re: Automatic numbering for Work Breakdown Structure
This is very helpful and I would like to use it for my projects, but I need a little assistance. I am not sure if this same setup can be used when the project tasks don't start on the first row. For example, I my tasks begin on row 28, but I also indent the first task in order to be able to track up the overall project health and completed %. Any advice on how I can make a modification to this trick to have the first task on line 28 begin with 1, and so on?
Any help would be appreciated, i've tried to figure this out, but it's a little too complicated for my skillset.
Erik B
Auto Number function not populating in numerical order
Hello,
Does any one know how to fix an auto number column that is not populating in numerical order?
See below screen shot, the 'Box number' column in an auto number column and when I populate the assigned to or the model cells the box number does not always populate the next number.
i would appreciate anyone's comments :-)
Leah Taylor
IF Formula - If yes, run this formula. If not, enter nothing.
Hello all! I have been working through part of a larger solution, but have one little tweak to work out. I have longer multi-select options in another column, and am using a formula to shorten their names from another list to 6 value codes, as you see in column "Short Version 1". Because there are often tons and names are long, I have 4 additional columns and extensions of the formula to the right of "Short Version 1".
I would like to write a formula (that can become a column formula) that is sort of "If column [count FRTs] = 0, then don't perform this larger formula, but If column [count FRTs] >= 1, then perform this formula (which starts with an INDEX(COLLECT).
As a background, [count FRTs] is counting the number of our longer option names. This is a form-populated sheet, and some entries do not have the longer names in there. So essentially I would like to run the formula only on the rows that have the longer names (signified by the [Count FRTs] being 1 or more), and if not, then to leave it blank. (The goal of this all being to get rid of the "#Invalid Value" responses in the rows with yellow.
Can anyone help me with some If/Then logic? I struggle with it. Thank you!!
mhawkins
Contain items that I don't want to count
"pruned boxwood and boxwood hedges."
This is an an entry for a cell from a form. There are two search items here: "boxwood" and "boxwood hedges".
I have another cell attempting to note that boxwood (shrubs) were pruned separate from "boxwood hedges".
=IF(AND(CONTAINS("boxwood", [FN: Pruning]@row), (NOT(CONTAINS("boxwood Hedge", [FN: Pruning]@row))), Month@row > 5, Month@row < 11), 1, "")
of course this only brings nothing if the entry has "boxwood hedge".
If I only do the following (disregard the dates parameters)
IF(CONTAINS("boxwood", [FN: Pruning]@row), 1, ""), I get boxwood even if I only pruned boxwood hedges.
Up shot: how do I account for boxwood only when boxwood hedges are also noted?
Craig Lemberger
Re: Automated hyperlink URL within anchor text
Hi @srasbornik2 ,
Using Power Automate, you can create an automated workflow that checks the checkbox column in Smartsheet, retrieves email content including the login URL and formatted display text, and sends an HTML-formatted email to the client with a properly formatted hyperlink.
You can automate the same using Google Apps Script, too.
Image of Power Automate Flow
Received Email Image
Re: Is there a way to show which reports are built off a sheet?
Hi there, I am not aware (almost certain) of any options that will do this. I wanted to know something similar (identify reports which are used in dashboards) but unfortunately there is no feature that will reveal like-information to your request.
Louis.
Louis1
Re: March Question of the Month - Join the conversation and receive a badge
The skill I would like to improve is my selling skills, selling a great idea to executives, better at selling what my accomplishments are, etcβ¦..
AnthonyxXx
Re: Power Automate and Smartsheet
Hi, @Lieueez,
We currently do this via a couple of methods.
In the first example (#1), a Smartsheet automated workflow moves the row into a sheet that the Power Automate (PA) flow is monitoring. The new row triggers the PA flow. This flow sends a rich text email (with attachment) to the client and creates an event in the Outlook calendar. An automated workflow moves the row back into the original sheet at the end of the day.
The second example (#2) is used when we need to send a Smartsheet attachment and an update request to the client. In this approach, a Smartsheet automated workflow sends a notification to an internal email account. The alert includes the rowβs attachments. The Power Automate flow parses the email body for the necessary information and generates the rich text email.
Hope this helps!
TVang