Finance

Discussion List

  • Local Government Uses
    In Using Smartsheet
    I am a Mayor of the city in Washington. We are looking at Smartsheet to add as a project management tool for staff. I am interested in how other local governments are using Smartsheet? Specific areas of interest are Capital Projects, H…
    74 0
    74 views 0 comments Started by Brett Gailey Using Smartsheet
  • Access Security for Forms
    In Using Smartsheet
    Does anyone know if there's a way to limit form access to a specific person or group of people.  Or, is there something in the works at Smartsheet to address this?  Looks like there is currently two options. * Anyone * Anyone with a Smart…
    528 6
    528 views 6 comments Most recent by Lushenkm Using Smartsheet
  • Adding resources cost
    In Using Smartsheet
    Hi all, I'm fairly new to smartsheet, and i wanted to know how do i use the "bill rate", ca I change it? How can I access it? I think this is the solution for my issue which is i want to add the costs to my resources and I could…
    Answered - Pending Review
    279 2
    Answered - Pending Review 279 views 2 comments Most recent by rgochee Using Smartsheet
  • Incremental Budget Forecasting based on Monthly Due Date Percentages
    In Formulas and Functions
    In excel, we have two sheets: Sheet 1 - A percentage breakdown per country based on historical data for each Month prior or after the Due Date month. Zero = Month Due Date. -1 = the Month prior to the Due Date Month, etc. Sheet 2 - For C…
    Accepted
    382 17
    Accepted Answer 382 views 17 comments Most recent by Paul Newcome Formulas and Functions
  • changing email address in contact list (web formular)
    In Formulas and Functions
    Hi everybody, I use a contact list in a web formular. Unfortunately, it is not possible to write a new email address into the drop down list which is not yet included in the list. It simply disappears after writing it + Enter. Is there a…
    Accepted
    11 3
    Accepted Answer 11 views 3 comments Most recent by Genevieve P. Formulas and Functions
  • Automated update request not working
    In Using Smartsheet
    Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in …
    450 7
    450 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Formula to check box if cell contains Date OR Text
    In Using Smartsheet
    I have a nested formula that currently involves one check box be checked and three date columns to contain dates in order to check-mark as 'Complete.' However, I discovered one of the date columns involved may contain text from time to tim…
    Accepted
    2841 4
    Accepted Answer 2.8K views 4 comments Most recent by Paul Newcome Using Smartsheet
  • Automatically add formula to new row & apply @row to look at row above
    In Formulas and Functions
    I have my cashflow forecast on Smartsheet, and i have a formula which looks at the balance on the row above to apply the balance for the current row as follows =BALANCE1350 + [in's]1351 - [out's]@row. When i shift the row up or down within…
    Answered - Pending Review
    251 3
    Answered - Pending Review 251 views 3 comments Most recent by AbbyT Formulas and Functions
  • SUMIF by Vendor and Date
    In Formulas and Functions
    I am new to Smartsheets and cannot figure out the formula for a particular SUMIF. Basically, I need the total by Vendor & Year. I have an incredibly long list of invoices that I've imported into Smartsheets, and want to be able to use …
    Accepted
    263 3
    Accepted Answer 263 views 3 comments Most recent by Genevieve P. Formulas and Functions
  • Multiple IF function pull from multiple cells
    In Formulas and Functions
    I am working on a spend tracker and i am having trouble pulling currency conversions from other cells in the row. I need the 'committed amount in USD' to pull from the correct currency conversion cell depending on the currency selected. cu…
    Accepted
    104 6
    Accepted Answer 104 views 6 comments Most recent by Andrée Starå Formulas and Functions