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Unique ID auto generated from State designation
I have attached an image of a project schedule. I need to generate a formula for the "task-id" column that auto-generates a unique prefix and suffix based on the "state" column. The formula should reference the two character state and and start at 0001, if this initial encounter of that state. If the state has been…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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How do you track small contractor jobs within larger project plans?
Hi everyone, I’ve been building out a few project plans in Smartsheet for some upcoming property updates, and one thing I’m not sure how to handle cleanly is tracking small, independent contractor work like when we bring in a concrete contractor or a local crew for a quick 2-3 day job. These smaller jobs aren’t full…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Create a what if scenario using a late start date
I am working with a project timeline with dependencies. I have set up 2 additional date columns for late start and late finish where the late finish date is a formula for late start @row + duration. How can I set this up to calculate all the dependent late dates for start and finish? For example, I have several activities…
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PMO within a PMO - creating sub-projects for one existing project
I have an extensive PMO setup and working well. I need to create a sub-project within an existing project. The idea is to track sites that are associated with a project. Is there a best practice for this? There will be about 100 sites that need their own project plan, dashboard, etc., and should roll up to the primary…
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Creating daily work schedule for individual team members (from a master project grid).
Hello, I'm building a system in Smartsheet to manage work requests across all projects in my organization. The basic idea is for Project Managers to submit task orders to a common grid, which are then assigned to various team members. Ultimately, this new system will serve as the primary work scheduling tool. The system is…
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Program Management within PMO structure
I need to set up a Program (Multiple projects). What is the best way to do this within my portfolio? Set up each project in the program as a separate projects? add these projects as separate sections within one project plan? Ultimate goal is the have a status for the program and have the program report as a status in the…
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Project template sets - weighing options
Hello, all! What's the benefit in using the PMO template set over the Project Tracking & Rollup set or the Construction & Facilities/Multi Project set? In looking at each, and playing around with the PMO set, it seems like it might be more robust than what we need. We have multiple clients, some with multiple projects.…