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SMARTSHEET USER MANUAL
Hey Has anyone compiled a 'user manual' for collaborators who has never worked on Smartsheet? Our company is within the construction project management sector and we collaborate with many consultant. At the start of each project we need to provide Smartsheet training, specific to our project sheets, for the consultants. I…
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How to print without Conditional Formatting?
I have a sheet with a lot of conditional formatting that must be printed in the gantt view without any of the formatting. So each week I have to disable all the rules, print, and then enable them again. It's tedious. There must be a better way. Any thoughts on how I can generate a gantt in a PDF without the rules and…
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Approval Request with multiple approved or multiple declined
I have a project approval workflow performed in this way: If it is Accepted, then if accepted as Lightweight project then save status as "Approved as Lightweight", else, save status as "Approved as Leverage"; If it is Declined, then if Declined due to lack of resource, save status as "Declined due to lack of resource",…
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Auto Linking Data between sheets
I'm new to smartsheet so sorry for the newbie question. I have a change request log sheet that captures our change request approval process and I would like to "publish" and approved change to a smartsheet calendar. Is there a way to do this? The data I'd like to publish would be a subset of the data in the change request…
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How export to Microsoft Project without dates missmatch?
When export my Project to Microsoft Project, start and due dates doesnt Match with smartsheet dates. Some one know that do I need yo do to hace the same information?
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Reports and emails
From what I can see, reports do now allow formulas to be created within them (the formulas have to be in the sheets). I need to share lists of newly signed customers, recently created opportunities (pre-signed), recently cancelled customers, and customers we've decided not to take on along with the contract or potential…
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Open Invoice Report
Looking for a way to generate a report of open invoices per customer. I tried creating a sheet with customer as parent and invoices a child rows but this does not work for reporting. Ideally I would like to have all customers and their invoices on one sheet instead of doing individual sheets for each customer. Would like…
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Automated alerts for changes to cells linked between sheets?
Hi, We have sheets that have linked cells between them. I want to set up automated alerts if someone changes any information on that row, but would settle for changing specifically the dates (which are also linked). Is there a way to do this? Thanks!
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Count Years for Dashboard Graph
How can I count how many projects were completed in 2018 and 2019? I am trying to create a graph for all projects completed in 2018 and 2019 this is what I got so far. I am pulling data from another smartsheet. =COUNTIF({Completed Range 3}, "Completed" + {Completed Range 2} = DATE(2019)) Thank you
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How to check multiple cells via a formula
I have two columns one which is a tick column the other is a date column. I want to add a status column which will update ryg balls. So if the value in the tick column is 1 i get a green ball if the value in the date column is not blank i get a green ball. And if neither of them have any value the ball is red. I don't need…