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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
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Uploads that work if you close the app
I need photo uploads on mobile to be more robust. This is a combination of background persistent upload, upload retry, upload queue, and deferred upload. I am trying to get users to submit photos to specific lines in a sheet so that I can track and verify which tasks are completed. If they attempt an upload and their…
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Tracking for a Bill of Materials (BOM)
We are a wholesale distributor and are looking for a way we can track multiple (10-20) construction projects in one workspace. In each project, there is project header information that needs to be statused and tracked, and a bill of materials that we need to upload via CSV to the project. This BOM material includes…
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Can a Viewer Respond to an Update Request?
Can''t find an answer to this. I need people to be able to respond to update requests and enter info there, BUT NOT enter anything at the sheet level. Can a viewer do this? Thank you!!
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Project Management with tracking costs
I am a construction project manager and built sheets that include actual costs for individual tasks, departments and overall project. I update the costs cells as invoices come in by manually calculating then entering in new amount. Ex: Plumbing: week 1 $300, week 2 $250, week 3 $150 = $700. I enter $700 in cell. I'm…
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hyperlinking to a folder and or file on our local network drive
I would like to hyperlink a folder to our company shared drive from smartsheet. I keep getting the error message "Invalid URL" I have seen from other comments that this is an issue, is this some feature that may be added by smartsheet? It would greatly benefit the way we could use smartsheets. Thanks for your anticipated…
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Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
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Real Estate Project Management
Hello, is anyone working with a real estate/construction project management template dashboard that they have found helpful? We are a project management firm and we are having trouble finding dashboards that meet our needs.
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How can I add a reference sheet to this formula - I have build another sheet that I want to add up
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Invoice & Budget Tracking for Construction Projects - using Attachments
This is an easy way to keep track of your invoices