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Summary Sheet Not Connecting to Correct Column
I have a summary sheet set up for my projects, which is connected to a metadata sheet I have. In the metadata sheet, I have column types for different types of data (contact, text/number, date, etc). In my summary sheet, the columns that should be looking at the text/number column for data are looking at the contact column…
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Bridge Error
I should start by saying that Bridge is my nemesis.... but I'm determined to conquer it. I'm trying to do a simple workflow, and I keep getting an error with the "Get Row" module The odd thing is.... If I re-copy the sheet ID Data Reference and paste it back in the module, and re-run, it will work.... It might even work a…
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(Premium Resource Mgmt App) Resource Mgmt for Tops down planning?
Hello, Has anyone used the new Resource Mgmt app for tops down quarterly planning for their teams? Instead of using Resource Mgmt from a bottoms up program level, rather I'd like to use it for a tops down estimate/ forecast of team capacity across multiple programs. E.g, Sophia will be on Program A for 10% of her time,…
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DataTable best practices/searching capabilities?
Hi - We're working with large data sets that have to be hosted in Data Table, like vendor databases. In order to actually use the datatable in many functions I need to be able to allow for searching the database. Has anyone used datatable in this way? I.e. search for a vendor name and it comes back with vendor names that…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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Microsoft Teams- Smartsheet needs admin approval
Hi All, We are currently experiencing this issue and are hoping to implement this (link below) solution to resolve the issue for us. https://community.smartsheet.com/discussion/94553/microsoft-teams-smartsheet-needs-admin-approval/p2 We're attempting to gain approvals so we can implement this, but our architects are…
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Smartsheet -JIRA Integration -Issue
My problem I have a smartsheet with 15 rows collected via a form I am looking to have a story created for each row into my JIRA Board Issue Currently my JIRA board has over 900 tickets. When I do a Bi directional workflow I only want to see the JIRA tickets for the 15 rows write to the JIRA board and the bi direction…
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Nevermind
I would delete, but I don't have the option.
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How do you create new Programs within Control Centre?
Hopefully a really simple question... I have the PMO Program in Control Centre and that's working well with blueprints etc, however I want to setup another program for Finance and I can't see how or where to do this?
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Portfolio WorkApps Not Displaying Projects in Project List
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
