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Project Initiation form in SS?
Everyone, I would like to use SS to provide a central point for business units to entering new project requests. Wondering if anybody has used SS for that purpose and with what results. Is SS right fit for that? Maybe it's not. Thanjs
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Communicating "definitions or conventions" SmartSheet
All, I am new to SS. As I post a roadmap in SS I would like to communicate "definitions" in help text or somehow to the viewers of the SS. For example, I will have color flags to provide project status in terms of scope, schedule, cost, etc. How can I help the viewer understand my definitions for green, yellow, red?…
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SmartSheet Setup Consultant
I am unable to locate this information. I see that there are multiple opportunities to train online or at a meeting, but do you know if they have techs that will come to a location and set up projects/training based on needs? Thank you.
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Best Practice for Backing Up
My project management team joined Smartsheet about 6 months ago and have created quite the plethora of sheets. All of them are in use as we are managing a very large project, so I do not want to delete any (and as we have so many paid users, we are far from our sheet limit) and they are all dynamic/active sheets. However,…
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Send Row Feature - Remove Log In button?
I'd like to be able to send rows to people that are not users in our SmartSheet account, but fill out a form that populates rows in our sheet. Is there a way to remove the Log In button in the header of the "Quick Update" email that goes out when you "send row"? I like the logo that is left justified in the header, but…
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Populate Row based on a pulldown selection.
I maybe shooting for the moon on this. I am building a meal planning tool. I have a sheet that has the name of the recipe and then several columns that are the ingredients of those recipeies. in the ingredance columns i have placed a number that represents how many of that ingredant is needed. I have a second sheet that…
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Resource mgmt - Allocating less (or more) than 8 hours a day for a resource
All. My team spends 15% of their time in other activities like meetings, career development, system support, etc. I would like to use Smartsheet resource mgmt functionality but only allocating approx 6 hours a day for my resources. How can I do that? Thanks
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Creating Reminders from Mobile App?
Is there a way for users/collaborators to set reminders to themselves or others through the use of the mobile app? I'm trying to develop smartsheets to be used by field sales representatives, and the goal would be for them to use the program 100% from their phone or tablet. I do notice the ability to set reminders, as a…
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Smartsheet Business Case
I am trying to build a business case for my company to adopt Smartsheet, do you have something that could help me doing this? Like issues and how Smartsheet addresses them, how it can streamline busniness processes and projects. Benifits, uses, etc.. We are in Financial Services and Investments. We manage alot of projects…
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Can you add a VAT field in a smartsheet?
I want to add a field that automatically works out the VAT in a seperate field so i can calculate how much VAT we pay on services. Is this possible? I have tried to add a formula e.g =SUM(amount)*20% and also +=SUM(amount)*0.2 Neither of these work - it just shows an error message.