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Add or Sync Billing Schedules into SmartSheets Resource Management
Currently there isn't a way to add or sync billing schedules into SmartSheets for revenue projections. The revenue is only projected by the system using hours and bill rates. For projects that are not time & materials, this is not useful.
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More RM functionality should be available for synced parent-row tasks in Smartsheet
For example, the allocation %. We know that dates cannot be changed for obvious reasons, but there is no reason we can't modify allocation % since it is not bound by any other data in the project plan. Another would be Status, should that ever become a synced field between RM and Smartsheet.
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Resource Management: Reportable Client and Project Code data points
Would like to see Client and Project Code as reportable fields.
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Exclude children from parent summary
It would be helpful to be able to exclude children in the date rollup of a summary task. In my example, I have checkboxes that select is a child is part of a summary task. The child has start and end dates. If not part of the summary task, the checkbox is not checked but the start and end dates are still used in…
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Document Builder Auto-Mapping
When I import an editable pdf, if the name of a field (from the pdf) matches one the columns, could there be an automatic mapping between the two of them.
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Libre Barcode Font & Barcode Generator
Hi my name is Joseph. I am currently planning on using your barcode template to fulfill our inventory tracking needs, but am not able to import an excel spreadsheet containing our barcodes. These excel sheets contain the formula ="*"&B3&""&C3&""&E3&""&F3&"*" and the font Libre Barcode 39 Extended Text. I can see that the…
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Automated approval for multiple rows in one email
Would love the capability to send an automated approval for multiple rows in one email (like update can do). I need users to sign/approve their receipt of their IT equipment -- one device/item per row in my Smartsheet. If I use Approval -- then a separate email goes out for each row (some people have 10 rows). If I use…
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Improved access to the Activity log
I use a SS with several collaborators who have the ability to send update requests to a much larger group of people. I often have to research who made a change to a row, but the activity log has very limited search features, and I usually can't wait a day or two for a Download. At the very least, please add a capability to…
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Print Dynamic View
Print or export the Dynamic View in order to distribute it to students and faculty.
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Workspace-level Safe Sharing Domain Lists
The Safe-Sharing Domain List is designed to help prevent accidental sharing of sensitive information with unintended recipients. However, in project scenarios (where external recipients are involved more often), that safe-sharing list is only defined once at the account level and would be more suitable at a Workspace…
