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Has anyone used smart sheet to reconcile general ledger accounts to the subledger?
Wanting to see if we took a report from our purchasing system and uploaded it to a Smartsheet, if it could compare to another sheet that is uploaded from a report from the finance system. I have looked through templates and template sets but not seeing what we are needing. Anyone use Smartsheet to automate the very manual…
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Developer needed....
I'm looking for a developer to help a business with a business / operations set up and on going support. We currently use Smartsheet and want to extend our use of it - manage projects, flow, contact with clients, contact with consultants.
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Finance: Forecasting Clinical Trials in pharma/biotech
Hi All, For those in finance, do you use smart sheets to manage long-range planning of clinical trials, as well as program plans? Would love to hear ideas and connect!
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Financial Year Saving Based on Implementation Date
Hi All, I have a sheet to track cost savings and would like the financial year savings to change based on the implementation date. The three fields are: Implementation Date - restricted date field. Savings Full Year - the overall savings throughout the full financial year, 01 July 2020 to 30 June 2021. Savings Financial…
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Dashboard Filters
Hi All! Can we make filters or slicers in dashboards of smartsheet to make it interactive or is it only possible to have fixed visualization?
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Imported Formulas from Excel
Happy Wednesday! I have been going in circles trying to figure out where this formula is going unparseable. I researched it against other similar (working) formulas in smartsheet and the Formula errors guidance- but I am still missing it- hoping a fresh set of eyes can help me pick out the culprit. Thank you!…
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Trying to create a Projections sheet and need some suggestions please!
Hello everyone. I am hoping someone may be able to give me an idea on how to create a projections sheet for our engineering projects. I would like to build it out so I can spread the total hours per staff type over the duration of the project. I have tried a few different ways and cannot seem to figure out how to create it…
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Gannt Chart With Dynamic Income/Expenses Per Task
Hi, I am a contractor and I have all of my draw payments tied to tasks (ex. beginning of drywall) and all my subcontractor payments also tied to tasks (ex. beginning of framing). I'm trying to use my project Gannt to also track my cash flow. I've done this in Excel; however, it was VERY complicated and kept breaking. My…
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Sharing only certain data for edit on sheet.
Hi, I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers and not have access to the ones their peers are logging in?
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Dropdown list - Update from the dev team ?
Hi everyone, TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used... I'm using Smartsheet more and more to provide simple solutions to my clients regarding their work (finance, managing team, project...). I…
