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How to right-size a Project Portfolio?
This question may be more on Project Management and Culture than it is solutioning in Smartsheet Software, but possibly some of you have done something creative in Smartsheet to help your organization. I have been with my organization for a year now and have been able to build out a project portfolio. Having the visibility…
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Community Login is very random and troublesome
When I go from SmartSheet to the community to see great ideas, it always asks me to login to post comments or see details. So I hit Login, then it takes me to my smartsheet page that was open. Then when I go back to the community forum, it says to login. And on and on. With a few different clicks it finally seems to work,…
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Summary rollup
Hello, I've never used Smartsheet and would appreciate your help. I'm working on a budget, we have 40 departments and each department needs to submit their budget. So I have 40 sheets and they are exactly the same, (same columns and same rows), the only difference is the data. What is the best way to add up all these 40…
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Automation Workflow - Error Check
Hello! I am setting up an approval workflow and have run into some questions. Example: Trigger: If "Status" is set to "Sent for Approval" Action: Send approval to "Final Approver" Now, it's a very simple workflow, but, if my "Final Approver" is not populated, or there is a typo, etc. Is there a way for it to…
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Dashboard - Gantt Show Only Today Forward
Anyone know how to make dashboard widget of a gantt chart only show today and forward? It displays correctly in the Report Builder as there is an option in Settings > Timeline Display to check the box "Open to today's date". Can't figure out why it won't do this in Dashboard widget. You can scroll to today and it prints…
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Adjust the Gantt Chart Timeline
In MS Project I could have three lines in my timeline e.g. * Month (July 19) * Calendarweek (W34) * Calendardate of the Monday (04) as in July 4 Is there no way to do personalize this in smartsheet? The timeline-options feels very limited... Thanks! Maire
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Resolved Column - Autopop Resolution Date using Zapier
Greetings Folks, I've found some info to try to work Zapier with Smartsheet to auto pop a date field if a Resolution box is checked; however, I have a different type of field. I have a resolution field that is Resolved, Unresolved, and Pending. Is there a way to use Zapier to auto pop a date field if the people select…
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Permission changes - Create & manage manual alerts for other people
Alerts, reminders, and requests * Create and manage manual reminders for other people * Create and manage manual update requests * Create and manage automated alerts and reminders Does this mean that any time someone wants to be alerted about a change, etc, that only a licensed user can create them? Our Company has…
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Licensed User to send an email for a row?
Do you have to be a licensed user to email a row? If that was one of the "new" changes for the unlicensed user, I did not see it in the email.
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IF(CONTAINS(OR( Help
Hi, I am trying to get the following to work: I have a Sales Order Column where I have 3 possible entries: A date (Ex: 31Aug2019), a 2DP Order (Ex: 11111-1), and a QC Order (Ex: 11111-1 QC). I have two hidden checkboxes that will give a check if an order is QC or 2DP. For QC, I just have =IF(CONTAINS("QC", [Sales…
