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importing trial user to paid version
Hello, I am about to license a user that is been on the trial version. This user has some stuff created on the site. Once I license the user... will her stuff port over as well or will the user need to re-do all? Thanks
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Any scripts/shareware to convert resourse reports to FTE/Labor Cost reports
Hi all, I've been exporting resource reports into Excel, then manually formatting/adding equations/creating pivots then importing back into Smartsheet to get the labor cost reports (FTE/person months/allocation etc) for a project. It's fairly straight forward but was wondering if anyone has optimized such a process. Also,…
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Discussions
Someone submitted this a while ago, has this feature been added? In the Discussion feature, I find myself needing to write a comment - then click SAVE - then click on the "Email Comment" button - then fill out the person's (or people's) names in the discussion and then click send to get the comment out to the Team. Is…
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go-to?
Does Smartsheet have a "go-to" feature for the gantt chart view? When using gantt chart view and I select a task in the "Task Name" column, if the date of that task is not visible in the bar chart, is there a way I can "go-to" the correct date? In MS Project there is an actual "go-to" button for this purpose. I have pasted…
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Import Outlook Calendar into Smartsheet
I was wondering if this is possible yet, or if there have been any updates? https://community.smartsheet.com/discussion/how-import-outlook-calendar-smartsheet Importing from Smartsheet into Outlook is nice, but I would love to have a 2-way possibility. I have a lot of projects going on all at once, trying to keep up with…
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Non-work Weekends For Only Some Rows
Hi Smartsheet-ers, I'm looking to organize a project sheet that has some task rows that work can happen on weekends, and some task rows that the work will not happen on the weekends. We work with two staffing schedules. A portion of the staff working on the project work on weekends, while the others do not. Does anyone…
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Credentialing Tracking Template
Hello, I am looking to set up a credentialing tracking template. I would like to track the credentialing process including but not limited to documents submitted/pending, approvals, etc. I'm curious, does anyone out there have any examples of such templates? Any ideas are much appreciated. Thank you!
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Auto Update Requests - edit the update requests?
Hello, I have weekly update requests set to go out automatically for a sheet I oversee. Each time a new row is added and assigned to a different resource, I have to go back and delete the old request completely before adding the new row onto the old automatic update request. Is there any way to update a currently active…
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Multiple projects
Hello there, We have around 20 website builds that we are working on and they are all separate projects. There are 4 stages to each build. Sales, Design, Development, Testing and each of these stages have their separate workflows. Can help with these questions: * Do we create each of the 20 projects in one workspace or…
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Expense Reporting Access
Is there a way to restrict the view of submitted expense reports? We would like to enable this function but want to make sure only the submitter can view their own requests.
