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Why would a link in an automated email notification not hyperlink for some but not others?
I have a workflow set up to notify specific individuals each month and in the description in the message, I have a web address included for them to click to open the form they are to fill out. When I receive the email notification, the message with the address lets me click and it will take me to the form. It also works…
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Restrict Time Tracking for Unassigned Users in Resource Management
Description: Currently, users who are not assigned to a project in Resource Management can still log time using the “Report Time for Something Else” option. While I understand this is by design, it presents a challenge for maintaining accurate time-tracking data and project accountability. Time logging restriction to…
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Form Submission Data not accurately reflecting within Sheet
Our users are noting that a specific column is not submitting the data they selected correctly. It is a dropdown column where you can only single select from the list. When checking the cell history, it is showing one entry for the incorrect item. While we aren't ruling out continuous user error, we have seen enough…
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Helping Users Understand How Data Flows
We've recently rolled out a PMO solution and are still in the adoption phase. One question I keep getting is how to update Project metadata (such as start/end date). I have to keep pointing people to the Intake sheet. They've been trained on this, but not all training is going to stick. Is this just a matter of repeating…
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Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…
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Program Management within PMO structure
I need to set up a Program (Multiple projects). What is the best way to do this within my portfolio? Set up each project in the program as a separate projects? add these projects as separate sections within one project plan? Ultimate goal is the have a status for the program and have the program report as a status in the…
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Dynamic View and Contact Lists
Hello! I have created a dynamic view of a clinical trial database for ~6 regulatory staff (with editor permissions) to update. On occasion, they will need to update the Principal Investigator (PI) cell. This cell is set up as a Contact List that is NOT restricted to a list of values. When they access this field via their…
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Automations are not triggering all rows
I’ve had the automations running for over a year without any issues, but after the recent AWS outage, I’ve noticed that the automations are not triggering for all rows, even when the rows meet the criteria. Please help me resolve this issue.
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Importing snapshot information
Good afternoon, Somehow I deleted an entire smart sheet of information. I went into the activity log and I was able to take a snapshot, but now Smartsheet is not letting me import the new information in the smart sheet
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Data Shuttle, how to find the right Excel Tab number
Hi all, having some trouble nailing the logic for the tab number and I don't see this in the documentation or in prior questions. First, I assumed the tab number would be the count, left to right, of the visible tabs (3rd one). But that wasn't right. Next I tried looking at the tabs in the VB editor and counting top to…