Project Management

Discussion List

• 
  Automatic Duration calculation from 2 Predecessory

  Tibor Staub 16 views 7 comments 0 points Most recent by Paul Newcome 03/27/20Using Smartsheet
  First post 03/27/20,Last post 03/27/20
  Hello I have a Task B that cannot start before Task A was finished and that should finish the same time as Task C. When I enter 2 predecessors for B, namely that Task A has FS and Task C has FF, the smartsheet always takes into account o…
  Using Smartsheet167
  Tibor Staub
• 
  Masterplan

  Taru 35 views 9 comments 0 points Most recent by Adam Olbur 03/26/20Using Smartsheet
  First post 04/06/18,Last post 03/26/20
  Dear All, Our program consists of 5 sub projects and each of them have their plan. All of these individual plans need to be rolled up into a  consolidated master plan that would finally track the inter-dependencies and the critical path. …
  Using Smartsheet359
  Taru
• 
  Planning Calendar conundrums

  Mary Vogt 40 views 14 comments 0 points Most recent by Mary Vogt 03/26/20Using Smartsheet
  First post 10/21/19,Last post 03/26/20
  Hi, Community! I am wondering if anyone else is using SmartSheet for an institutional planning calendar. I chose a template of project with gantt. Most of the tasks on the calendar, however, are annual, bi-annual, semi-annual, etc. I am tr…
  Using Smartsheet4014
  Mary Vogt
• 
  Managing and Reporting on Multiple Projects EffectivelyAnswered Question

  Answered Rob Ford 44 views 1 comment 0 points Most recent by Debbie Sawyer 03/25/20Using Smartsheet
  First post 03/23/20,Last post 03/25/20
  I apologize for the length of my post, but I want to be thorough in describing what I would like to do and what I’ve already tried. I’ve also searched through help and the forums, and I either haven’t found a solution or am too hyperfocuse…
  Using Smartsheet441
  Rob Ford
• 
  Chart budget vs actualAnswered Question

  Answered Laura Corredor 13 views 2 comments 0 points Most recent by Laura Corredor 03/25/20Using Smartsheet
  First post 03/25/20,Last post 03/25/20
  Hello, I have a sheet where I can see budget, actual and variance for my project budget. So column 1 is january budget, column 2 january actual and column 3 january variance, and so on. All I want to is to create a line-type chart for my d…
  Using Smartsheet132
  Laura Corredor
• 
  Link Data in a Smartsheet on a Specific Day and Make StaticAnswered Question

  Answered Donna T 8 views 2 comments 0 points Most recent by Donna T 03/25/20Formulas and Functions
  First post 03/25/20,Last post 03/25/20
  I have several 13 Smartsheets that make up a campaign of projects. At the top of each sheet I have some metrics, including the % complete for all the projects, combined, on the Smartsheet. I want to create a new Smartsheet that links dat…
  Formulas and Functions82
  Donna T
• 
  Is there a way to deal with "maybe situations" or varying predecessors?Answered Question

  Answered Zoe Charalambous 25 views 1 comment 0 points Most recent by Alejandra 03/24/20Using Smartsheet
  First post 03/19/20,Last post 03/24/20
  Hi SmartSheet community! This may be an odd one to describe but I am going to try my best. I have a process that is a bit circular and is also a "maybe situation." For our product, we will go through rounds of optimization but o…
  Using Smartsheet251
  Zoe Charalambous
• 
  How to keep changes in chart colors?

  bruno.benavides 38 views 2 comments 0 points Most recent by sreedy 03/24/20Using Smartsheet
  First post 07/30/19,Last post 03/24/20
  I have created dashboards that include charts, for which I have selected specific colors for each category. Data for the charts come from different sheets. However, everytime I add a new row to the source sheet, I have to update manually t…
  Using Smartsheet382
  bruno.benavides
• 
  Create a work reportAnswered Question

  Answered Ben Smith 20 views 3 comments 0 points Most recent by Paul Newcome 03/23/20Using Smartsheet
  First post 03/23/20,Last post 03/23/20
  I have a Gantt of a project which has weekly minutes compiled of site meetings and others. How do I create a specific report that goes to the project manager and asks him to load specific copy onto smartsheet?
  Using Smartsheet203
  Ben Smith
• 
  Can Formulas Reference Reports?

  UnaB 274 views 11 comments 0 points Most recent by Paul Newcome 03/23/20Formulas and Functions
  First post 11/20/18,Last post 03/23/20
  I'm trying to see if formulas can reference reports or just root SS. I ran a report for all late tasks assigned to all people in a department. I then wanted to use a COUNTIF formula that would sum up all the late tasks of a certain person.…
  Formulas and Functions27411
  UnaB
• 
  Hidden Columns in Reports - edit, print, send dialoguesAccepted Answer

  Accepted Answer DJB 13 views 3 comments 0 points Most recent by Andrée Starå 03/21/20Using Smartsheet
  First post 03/21/20,Last post 03/21/20
  Hi. i have built some reports off a large sheet where i have chosen to show only select columns related to the function of the report. I have also hidden some columns within the report. Yet when i use the Edit, Print, or Send dialogue boxe…
  Using Smartsheet133
  DJB
• 
  At Risk Formula Unparseable ErrorAccepted Answer

  Accepted Answer Kayla Johnstone 21 views 5 comments 0 points Most recent by Paul Newcome 03/20/20Using Smartsheet
  First post 03/19/20,Last post 03/20/20
  I am trying to build a nested at risk formula based on the following triggers. -End date is today and Status is not complete it will trigger -There is not enough time between today and the end date for the duration period left. So, if dura…
  Using Smartsheet215
  Kayla Johnstone
• 
  Aggregate Summary Field Data from Multiple SheetsAnswered Question

  Answered TRMakai 38 views 1 comment 0 points Most recent by Sean Morgan 03/20/20Using Smartsheet
  First post 03/12/20,Last post 03/20/20
   I am attempting to consolidate multiple business worksheets, for an aggregate pie chart health status on a dashboard for executive management.  See word doc for details https://us.v-cdn.net/6031209/uploads/305/8Y65LUXQQ3QC.docx Any sugges…
  Using Smartsheet381
  TRMakai
• 
  Is there a way to auto-hide columns based on the value selected from a drop down cell?Answered Question

  Answered Nikki Hopper 18 views 1 comment 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 03/12/20,Last post 03/12/20
  I have a main grid with several columns and a webform that feeds into that grid. This tracker is used by my team to track several job "types" defined in one of the destination grid columns as "Large Project", Medium Pro…
  Using Smartsheet181
  Nikki Hopper
• 
  Test logAnswered Question

  Answered Stanley Paul 23 views 4 comments 0 points Most recent by Michele Thomas 03/12/20Using Smartsheet
  First post 03/09/20,Last post 03/12/20
  Can someone provide some insight to creating a testing log? Either point me to an existing Smartsheet template set that can be massaged to fit my testing needs or have a test log template set that you are willing to share.
  Using Smartsheet234
  Stanley Paul
• 
  Smartsheet Dashboard published within MS Sharepoint 2016

  Michele Deo 395 views 4 comments 0 points Most recent by Joshua Bowers 03/12/20Using Smartsheet
  First post 03/21/18,Last post 03/12/20
  I want to take a Smartsheet Dashboard that is interactive and put it as a web part within MS SharePoint 2016 site.  I use the page viewer webpart and provide the web page link offered up when I publish the dashboard, but once I apply it, a…
  Using Smartsheet3954
  Michele Deo
• 
  Counting completion status off of a group of sheetsAnswered Question

  Answered Mike Wilday 16 views 3 comments 0 points Most recent by Genevieve P 03/12/20Formulas and Functions
  First post 03/11/20,Last post 03/12/20
  We started a new process for course development that has tracking development of each of our courses in separate sheets. 1 course per sheet. Its easy to pull a report of how many of those courses are now in a complete status but I am tryin…
  Formulas and Functions163
  Mike Wilday
• 
  Notification with Attachments

  katherinehall 153 views 11 comments 0 points Most recent by Andrée Starå 03/12/20API & Developers
  First post 02/01/19,Last post 03/12/20
  Hi there,  I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true? If…
  API & Developers15311
  katherinehall
• 
  Is there a way to set sheet card view as default for all users of a sheet?Answered Question

  Answered Angie Hatfield 119 views 10 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 06/12/19,Last post 03/12/20
  I have a sheet that is best in card view. Is there a way to set this as a default view for all users of the sheet or does everyone have to set it themselves? Thank you
  Using Smartsheet11910
  Angie Hatfield
• 
  Sheet Summary Report Builder only shows the system columns

  amwright100876 392 views 8 comments 0 points Most recent by Genevieve P 03/12/20Using Smartsheet
  First post 08/20/19,Last post 03/12/20
  I am trying to create an aggregated view of data from multiple sheets using the "Sheet Summary Report" but when get to the Builder, it only shows the system columns for display. Obviously this is not helpful if I cannot merge tog…
  Using Smartsheet3928
  amwright100876
• 
  Color Coding for Names / Owners onlyAccepted Answer

  Accepted Answer Jena Heath 13 views 1 comment 0 points Most recent by Paul Newcome 03/10/20Formulas and Functions
  First post 03/10/20,Last post 03/10/20
  I'm trying to find out if I can color code only the name bubble. For example, below I'm using the multiple-drop down column formatting and all names are shown in grey. It would be nice to show Whitney in purple, and Laura in yellow, so th…
  Formulas and Functions131
  Jena Heath
• 
  Master Contact List for use across sheets in a workspace

  Cheryl Crouse 68 views 6 comments 0 points Most recent by Paul Newcome 03/10/20Using Smartsheet
  First post 10/17/19,Last post 03/10/20
  I have 16 grids that all use a Contact List with 23 of the same client contacts.  (1) its a HUGE waste of time to have to populate 23 contacts into a list 16 times and (2) every time a new person joins or leaves the team, I have to go into…
  Using Smartsheet686
  Cheryl Crouse
• 
  COUNTIF in Sheet Summary

  Donni Matthew 38 views 9 comments 0 points Most recent by Paul Newcome 03/10/20Formulas and Functions
  First post 10/31/19,Last post 03/10/20
  I am using this simple formula in a new field in Sheet Summary & I keep getting an "Unparseable" Error. =COUNTIF(RESPONSIBLE ENTITY:RESPONSIBLE ENTITY, "FIRM")  
  Formulas and Functions389
  Donni Matthew
• 
  count tasks per week numberAnswered Question

  Answered Assaf Elad 22 views 1 comment 0 points Most recent by Paul Newcome 03/10/20Formulas and Functions
  First post 03/10/20,Last post 03/10/20
  Hi community, I'm trying to count the tasks in my gannt per each week in a separate grid. Then i'll make a graph representing work overloads throughout the year. Here is my formula that calculate 0 every time (at least not an error) : =COU…
  Formulas and Functions221
  Assaf Elad
• 
  Size and format of PDF exports/prints

  conex 30 views 2 comments 0 points Most recent by conex 03/10/20Using Smartsheet
  First post 11/21/19,Last post 03/10/20
  Hello, everybody, We have been using Smartsheet for some time and love this tool (changed from MS Project). However, the PDF export is not adequate for the rest of the tool. It seems that Smartsheet can only export/print PDFs as images, …
  Using Smartsheet302
  conex
• 
  Subtracting dates

  1996mustang 31 views 5 comments 0 points Most recent by Genevieve P 03/08/20Using Smartsheet
  First post 09/19/19,Last post 03/08/20
  I have a start date of 10-1-19 and a stop date of 10-31-19 and I want to see how many working days are in the range.  I am using the formula as follows: =NETWORKDAYS([Schedule start]1, [Schedule stop]1,)  I keep getting #UNPARSEABLE Mus…
  Using Smartsheet315
  1996mustang
• 
  Consolidated Dashboard or PowerPoint

  Tana Perkins 190 views 6 comments 1 point Most recent by Nancy Cowen 03/05/20Premium Apps and Integrations
  First post 01/23/19,Last post 03/05/20
  OK sleuths, this one is for you.  We are an organization that loves powerpoint, and no matter what dashboards we create, a powerpoint presentation is typically still needed. We need a way to consolidate our project status in one easy docum…
  Premium Apps and Integrations1906
  Tana Perkins
• 
  Create formula to count category risk with aggregate ratingAnswered Question

  Answered Jorjie Higginson 25 views 3 comments 0 points Most recent by JReisman27 03/05/20Formulas and Functions
  First post 03/05/20,Last post 03/05/20
  Hi, I have a risk register for a project that has well over 100 risks documented and I have them categorized into 17 different risks. I would like to be able to create a formula to count how many risks exist under each category and then a…
  Formulas and Functions253
  Jorjie Higginson
• 
  Cell values export from one project to anotherAccepted Answer

  Accepted Answer Cyril_H 37 views 7 comments 0 points Most recent by Paul Newcome 03/02/20Using Smartsheet
  First post 02/28/20,Last post 03/02/20
  Hello, We are currently managing a construction project with smartsheet and have created a Gantt Diagram and a few Dashboard to monitor several KPIs. The dashboards are updated automatically with every changes in the master project and pro…
  Using Smartsheet377
  Cyril_H
• 
  Card View for Reports

  Jess Evers 355 views 12 comments 0 points Most recent by Doug M 03/01/20Using Smartsheet
  First post 01/17/19,Last post 03/01/20
  All,  Has there been any progress with adding card view to reports?  Has this been an approved feature and scheduled for a release? Our company has been pushing a move to JIRA because of the gap with smartsheet in allowing our teams to vi…
  Using Smartsheet35512
  Jess Evers