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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?
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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?…
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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,…
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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…
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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.
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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
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Attachments for Non-Subscribers
I use Smartsheet for construction management (scheduling and quality control). I currently have an automation established to send a notification to a contact in a specified column when a row is added and assigned to them OR if a change is made to row that is assigned to them. Can I set-up my smartsheet to allow…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Accessing Project Plan from someone no longer with the Org
How do I access a Project Plan that was owned by someone who is no longer with the company?
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Idea funnel
Hi all, I'm at a manufacturing company. I am looking into a Smartsheet solution for idea generation and management. These could be cost improvements or reach into new product development. We would likely have project goals (improve margin, expand sales, ect), ideas (that need to link to SKU's and goals) and gather input on…