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Dynamic Report Scope not updating properly
I added a few reports to the Dynamic Report scope within our Blueprint in Control Center. After a new project was provisioned, rather than updating the source sheets to what I had selected, the previous selections (entire workspace and sheets) were still listed. The documentation notes say that this would be overwritten…
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Control Center & Cross-Sheet References
Hello all, This is my first attempt at SCC provisioning of sheets and I ran into my first problem. There are three sheets in the blueprint -> Sheets A1, A2, & B. B pulls in data from sheet A1 and A2 via cross sheet references (index/match so I can reference by a key value in case rows move around in A1 and/or A2). When I…
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Adding details from Smartsheet files onto RM schedules
Hi All, I recently synced some of our Smartsheet files with Resource Management. Now I am looking into schedules and I have a question if there is a way to get more details. The one of the files has many rows (over 150) and over 30 people working on tasks – each row is a separate task. The detail I am missing on the…
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Is there a way to transfer a project from one program to the new Portfolio WorkApps
I am looking for solutions to use Portfolio WorkApps but add my existing projects from the pre-October program I was working with. I would love if I could get some direction on how to do this if not any work around suggestions would be welcome
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Is there an Add On from Smartsheet to Master Control
We use Master Control to store SOPs and other forms of documentation plus we use Smartsheet for project and process management. Is there a possibility of Smartsheet and Master Control working together?
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MS Teams - Add SmartSheet Tab Permissions
Good Day, We have several users no longer able to add SmartSheet to MS Teams tabs who are presented with an Admin Grant Permissions button when they try. I did a lot of reading yesterday, going through the discussions and recommended settings. As I understand it, as of now, according to this article: The app now requires…
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Using Power Automate to bring in email+attachments from Outlook
Hello! I'm a new user/licensee of Smartsheet! Is it possible to attach files/docs to a row via Power Automate? I've set up a simple flow to create rows on a sheet each time an email arrives in a shared inbox in Outlook with the aim of streamlining the collaboration required to respond to the emails. However, all my…
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Smartsheet CRM
I have been using Smartsheet for project management for a few years. I am needing a CRM and understand that Smartsheet has this feature, but I am having trouble finding details or tutorials. Can someone help?
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How to count tasks across all sheets in a workspace
I have a master metrics sheet that I am using. I'd like to be able to count tasks by assigned to across all sheets in a workspace. The goal is to have this formula work if/when any new sheet is added to the workspace. Reports are not really working for me because my assigned to column is a multi-select column. I don't see…
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How to track time in status?
I have a status column used for the tasks on projects. I'd like to track how long a task (row) stays in a particular status (e.g. in progress). I'm not quite sure how I would get this data.
