-
Selecting the best Smartsheet for your project
I need to make sure I am selecting the correct smartsheet workspace for my project. I am trying to create a workspace to track and share client implementation. How do I add a Start date and then the sheet automatically adds task dates, as well as deadline, completion percent dates without having to add all manually. I seem…
-
Customer Support Portal Not Working
Hello, I am trying to access the customer support portal but the link to smartsheet north America takes me no where. The reason I ask is because I just bought a regular plan and then I went to make a smartsheet form and saw I couldn't add branded materials and colors on the form. I then upgraded to the business plan and…
-
Organisational-Level Dashboard Placement in Multi-Tier Control Center Setup
Good afternoon, I am currently configuring Smartsheet for the organisation and have implemented a multi-tier Blueprint solution within Control Center. At a high level, the configuration includes two Blueprints: One Blueprint to provision Business Units (BUs), and A second Blueprint to provision Business Unit Projects.…
-
Access problems with external users
Has anyone had problems with external users getting pushed into purchasing accounts? Most of our external users are able to view all of our dashboards without an issue, but one organization is getting warnings that their trial account is going to end and they need to purchase an account to continue viewing. According to…
-
Portfolio Reports - who can edit?
I have a report that uses the Portfolio as a source and is pointed to the project plan in the Control Center Blueprint. I would like PMs who view the report to only see the project plans they have been given editor permission on, but they are seeing a blank report. What am I missing?
-
How to Create Duplicate Folder maintaining references and links in newly created sheets?
So I have created a project template in a folder, which contains several sheets, forms and dashboards that all reference one another. I used to work with Smartsheet and there was an option to "Save as New" when I right-clicked on the folder, but that no longer is an option. How do I create a duplicate of the folder?…
-
Can I illustrate 3 different schedules in Smartsheet?
Hello, I have read tutorials and seen videos of how to do the typical Current schedule vs. Baseline schedule type in project management, including illustrating both of these on the Gantt chart. Sorry if this has been an old topic and I'm new to trying to use it in one additional complexity where I need to display Current,…
-
Control Center/BluePrint and Hyperlinks not working
I am using control center / Blueprint to provision new projects. For clarification, we have a set of 8 templates that whenever we start a new project, the Control Center/BluePrint process creates a new project folder, copies in the templates, adds rows to 2 other sheets and establishes the links from our project folder’s…
-
Best Practices for documenting Smartsheet Assets and automations
Looking for ideas on documenting implemented Smartsheet Solutions across the company. We have had a team member leave the company and having difficulty (1) Finding everything she created and (2) how it all interacts.
-
How add more project on multi-project template
I have create a workspace using multi-project construction template - I only two proejcts. I want add more project simailar to project 1 and project 2, but want to make sure they are part of the roll up and also dashboard