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SmartSheet Integration with OpenAir for Budget Management
Hi, Could you please confirm if there is any recommended way for integrating SmartSheet with OpenAir? The details are as follows - SmartSheet is used for Portfolio level reporting. It includes the list of projects, status, health indicator columns for tracking purposes OpenAir is used by the project teams to book the…
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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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Bridge & Resource Management Integration - Per User Per Project Utilization
With Bridge, we have been able to get ‘per-user utilization’ during a custom timeframe from resource management. Which provides us the User’s name and ID along with their utilization for that timeframe. Using this metric, we are attempting to get user utilization by project. (User hours assigned to a project, during a…
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Offline form 'Created Date' column discrepancy with actual submission date
Hi all, I've been supporting a project that's utilizing Smartsheet's offline form submission. We want to capture the date of each form submission. However, since this is a large and fast-paced project, and we're doing A LOT of data collection, I tried to minimize the friction a person experiences while collecting data. So…
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Data Shuffle Errors
I have a daily data shuttle that brings in data from a Pivot Table via Excel. I have attached a screen snip of my filters. It does not bring over any credit values (Example: -$200.00) and I need it to for accurate reporting. Please advise on how to correct my filters so all applicable data shuffles in.
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Can you use the Smartsheet Add-ins in MS Outlook with a shared email inbox?
I know you can use the add-in with your personal email inbox, but wondering if it can be used with a shared email inbox?
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Add a contact to a cell using bridge.
I am trying to dynamically add a contact to a contact list cell when a row is added. I keep getting the error : failed to execute module : Failed to call update rows : The value for cell in column 7948865717462916, [{"name":"Sam Mueller", "email":"mueller.samuel@mhsil.com"}], did not conform to the strict requirements for…
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Document builder
Hello, Is there any chance to add automatically an image from row to pdf in Creator?
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Mapping certain columns from Excel to Smartsheet
Hello, I am trying to map certain columns from Excel to Smartsheet. Currently, everything from Excel is being transferred over to Smartsheet so when I make an edit on Smarsheet, it's replaced by the Excel file every time I run it even though the column is not mapped. I only want to map the columns shown below that match…
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Dynamic View Comments notifications for DV users without sheet access
Hi Everyone - i know this has been asked before but having trouble finding out if/when this might be fixed and i couldn't respond to the thread to ask... We are trialling Dynamic View and have set up some profiles or "view" with comments enabled. We've found out you can tag someone in the comments in DV (although it…
