Smartsheet Basics

Archives for July 2022

How to to take owner while the owner already left the organization ?
Column Linking - not picking up new rows
Hi I’m having trouble linking a ‘RowID’ column (Auto number) in my master ‘Project Intake’ sheet to a target or secondary ‘Sponsor’ sheet column named ‘Sponsor Row ID’. I use the two Row ID columns to successfully pull data using INDEX/MATCH which all works flawlessly. I use a form to enter new projects (new row) onto the…
Hi. I am wanting to use a formula or automation to change cell value between sheets.
Hi. I am wanting to use a formula or automation to change cell value between sheets. Ie, I have a Machine Checklist sheet that is populated via a form that my employees fill out pre-start on a machine that they will be operating throughout the day. I want the 'current hours' cell that will be updated when a new row comes…
COUNTING @ ROW LEVEL
Hello, I'm looking for a formula/solution that would count all the correct answers at a row level. If the answer is wrong then it wouldn't count it. Any suggestions? Maybe Conditional Formatting to denote wrong/right answers. Ive tried multiple formulas. I'm stuck. Please let me know if you have any additional questions!…
Project Template
Is it possible to create a project template with ALL possibilities/steps/options and then when we need to create a new project, we can select what steps or parent rows need to go in that particular project? If so, how is that done?
Construction Bid Comparison Solution
Does anyone out there have a tried and true construction bid comparison solution they'd be willing to share? Looking to make automation from Bid Tracking/Comparison/Scope Coverage to Contracting and having trouble going from our current solution which is column based, to a smartsheet format which is row based. screenshot…
Assign People Automation
I'm using an Assign people automation to fill in contacts for several roles based on criteria or check boxes entered on a form. Each condition path should add a name to a different cell. It's only adding the first one. If I edit any cell and save, it adds the next one and so on. Attached screenshot. What am I missing? Is…
Allocation % Column
Does the allocation % column work? I'm finding that for one of my coworkers it is saying she is over-allocated even when her allocation is only 60%. 20% for three projects all given the same time. Could someone explain why this is or if there is a solution or explain how allocation works if I am not using it right.
How to include specific cell data in an automated email?
I've set up an automated workflow to send an email to our team when specific cells have changed (a contract's name & billing code are entered in separate cells). These cells are on different rows. I'd like the email to include a message like "Please use billing code {{Contract's Billing Code}} for work associated with…
Export multiple Smartsheet Reports to One Excel Workbook
Title says all. I'm trying to clean up stale data out of Smartsheets and store offline as the data is no longer relevant for stakeholders, however I want to keep a record of said data, just not in Smartsheets. This is because I need to clean up Reference Sheet connections before my two master sheets have too many…

Trending in Smartsheet Basics

Date Formula Help Needed!
My current formula seems to count weekends and then also seems to count the day of as a day too - can someone help me rewrite this so days until due for 1/17/2025 would show as 1 and not 2, and then also skip weekends? Formula in case its hard to see below - =IFERROR(NETWORKDAYS(TODAY(), [Reporting Due Date]@row), "")
Retrieve value from "Top Parent" when Ancestor level = 2
I have a project management sheet. CSYYXXXX is the header for the project name column Tasks is the tasks column - at the parent row, I just write "Tasks" and then there are child rows below that. Some of these child rows and another level of descendant rows. I want a column formula (to serve as a helper column for various…
Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…

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