Financial Services
Discussion List
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How to right-size a Project Portfolio?In Using SmartsheetThis question may be more on Project Management and Culture than it is solutioning in Smartsheet Software, but possibly some of you have done something creative in Smartsheet to help your organization. I have been with my organization for…
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Licensed User to send an email for a row?In Using SmartsheetDo you have to be a licensed user to email a row? If that was one of the "new" changes for the unlicensed user, I did not see it in the email.
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cell.format currency settingsIn API & DevelopersI'm able to successfully format a cell through the API and the compact format string, cell.format (https://smartsheet-platform.github.io/api-docs/#formatting,) except for cells with currency formats. I would like to see an example of the …
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Counting cells with formulasIn Formulas and FunctionsMy underlying issue is that I'm trying to count cells that begin with a certain number. The data that is present in my SubCategory column is a picklist. Examples: * 106 COST BILLED IN ERROR * 110 FAILURE TO PURSUE PAYMENT AFTER INVOICE …
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Prorated Rent Schedule Formula HelpIn Formulas and FunctionsNeed a formula to calculate what is due per calendar year when the rent amount changes year to year (midyear) Any help appreciated! 06/01/19-05/31/20 Total Rent Due: $175,000 06/01/20-05/31/21 Total Rent Due: $200,000 Total Rent of 20…
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Nonworking Days but tasks must be completedIn Using SmartsheetSo I'm setting up a smart sheet so that I have a holiday break for Christmas and Thanksgiving. My problem I'm having is that when I go to start one task after the next, it'll start a task and carry it through the holiday break then comple…
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Report Builder and Sheet Summary Report - Auto add new sheetsIn Using SmartsheetI successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would…
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Automate RYG Balls based on 3 columns.In Using SmartsheetHi, I need help with finding a way to automate the RYG balls so that if no dates are input, it's white. If the first date is input, it's red. If the second date is input, its yellow. And if the final date is input, it's green. Tha…
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Month to Date and Year to Date spendingIn Formulas and FunctionsI have a sheet which contains date and amount spent, among other things. I want to show a MTD and a YTD metric on a dashboard. I am assuming I need to make a new sheet with a formula pulling data from the original sheet. I would like th…
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% complete is not rolling up from child to parent.In Archived 2016 PostsI was sent a Smartsheet project and am not sure how it was constructed. The % complete column for the child tasks have the amounts entered. The parent task does not report the calculated rollup from the children. I attempted to fix i…
