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I am creating a RM plan using the SmartSheet template. What goes into the Sections Impacted & Distribution area of the document?
Hi Ingrid,
Sections Impacted & Distribution should reflect the aspects of the plan itself that are affected and to what degree. See the intro/top of our risk management blog: https://www.smartsheet.com/free-risk-management-plan-templates
Hello, am I correct in my understanding that if I need to have the Report filtered out by the "Current User", I still need to share the Source Sheet to the other user(s) by which the Report is derived from? In this case, how do I prevent sharing the confidential information of other users if I need to share the Source…
When shared to a sheet as an editor, an internal user got an an alert that "Recipients without a member seat may be limited to view access. If they are not a paid member, and they comment, edit . . . they may become a provisional member…" They show up under Seat Types & True-up as a paid Member; they are counted in our…
Hello, I am trying to use "Current User" in a Report sheet and share it with another user, the result is correct the other user only sees their rows in the shared report, but when I embed it into a report widget in a dashboard, it only shows the filtered report summary for the Admin/Owner host and not the current user (ie.…
