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Resource Management: Moving Resources
I work in the construction industry and, as such, have many moving parts and do a lot of shifting of resources to ensure our projects are covered. We also use Phases on our projects to track Preconstruction and Construction. It would be great if in the Projects/Worklist, I could move a resource from one phase to another…
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Document builder capability: make a PDF editable within Smartsheet
Document builder's requirement to use a fillable PDF matched with the inability to edit that PDF within Smartsheet means that any PDF requiring edits, which for my company is 100%, needs to be downloaded, edited on desktop, and re-uploaded. That process offsets any efficiency gained in the original automation and makes…
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FREE User Account Password Requirements
Currently the password minimum on the Trial/Free (standard) account is only 10 characters. This is far outdated and needs to be upgraded to the current minimum for most logon accounts of: 10-15 Character, One Cap, One Number, One Special Character. This will also help satisfy minimum password requirements for collaborators…
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In the formulas menu the blue window covers the list of functions groups
Dear Smartsheet, I think it is an interface bug. Whenever I move my cursor to the group of functions the functions are shown and this blue window popsup and it blocks all the other group of functions. It's somehow annoying. I am attaching the video to show you what I mean :)
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Document Builder - use with business letters
I would like to use Document Builder to merge data into a business letter with paragraphs. Example of a human resource employment offer letter. Microsoft mail merge works well but I'd like a Smartsheet to collect the data and then be able to merge into a letter format. Currently document builder uses a "table" type look…
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Update document custom field from Smartsheets
For my role I'm the last person to sign the envelope and my only task is to add the employee ID to the signed offer letter and sign the envelope to complete it. All other info for the new hire is entered using SmartSheets and sent using DocuSign integrations. I would like to update the employee ID "document custom field"…
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Leads and Lags / Fast-Tracking Project
Smartsheet could consider creating a formula to lock a specific cell since it is sometimes necessary to block a successor date; it is difficult to add leads and lags and not move other dates, for example, when used in projects with fast-tracking compression.
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System Administrator Tools
As our Smartsheet Administrator and SME I would like to see some better tools to manage Smartsheet. *Access or visibility to all workspaces for the purpose of weekly scheduled backups *Better reporting such as the ability to set parameters on what you want to see in the report also add in additional items such as WorkApps…
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Gannt line format,weight and colours
There currently isn't a way to increase the weight/thickness of a Gantt chart line in the Gantt view in Smartsheet.
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File Upload to Resource Management - projects
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.