moving info between sheets

Bill Brandt

Not sure if I am missing something something but if I copy activities from one sheet to another that have predecessors the predecessors do not transfer and so I have lost all my relationships. Is this real or am I doing something wrong?

Tony Coleman

Looks like you are correct - https://help.smartsheet.com/articles/770589-copying-a-row-to-another-sheet - note the first Troubleshooting item

Brandy S. PVD

https://help.smartsheet.com/articles/518318-using-copy-paste

You can actually copy and paste hierarchies by highlighting the rows that you want to move and selecting the dropdown arrow next to the row number. Choose  "Copy to Another Sheet" and this will allow you to copy the rows and keep the parent-child relationship.

Thanks,

Brandy

Bill Brandt

Keeping Parent Child is not the issue, it's predecessors that don't copy and paste. This is a major problem on large schedules.

Tony Coleman

Guess it depends on the use case, but you could create the template with the predecessors and use that....   or have a central list of milestones and simply link back to it from each of the newly created schedules - I'm sure these are not ideal, but it's the kind of lateral thinking (which this community is good at) that comes into play to get around some of the potential gaps.

Can you give us an example of why you'd create the hierarchy with predecessors and then look to copy it out?   Might be that someone in the community has already found a hack for that  :-)

 

 

 

Brandy S. PVD

https://community.smartsheet.com/discussion/copy-paste-rows-predecessors

 

Charles Descotes seems to have found a work around in this thread.

-Brandy

Bill Brandt

It seems that Smartsheet needs to "smarten up" their copy to another sheet function. I can't see that re-mapping would be difficult.