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Setting Up sheets to run multiple businesses
Hi I have 3 businesses that demand different work flows and I am having trouble getting my head around the best practice for how I should set up these sheets. Should I use one sheet to manage contact information for the 3 businesses and what is the best practice to link contacts to Quotes or jobs on other sheets ? Comon…
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Question about creating a pricing sheet with multiple linked sheets
Hello, New to SmartSheet and have only been through the basic training video. I understand this product is super powerful and can do just about anything related to spreadsheets. I just wanted to reach out to the community to see if what I was looking to accomplish is something the group feels is obtainable before I keep…
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Can I build a resource pool to choose from for multiple projects?
Is there a way to build a data base of human resources (assigned to) that I could choose from when working within multiple projects? Is there a way to indicated allocation % of that resource so I can understand if certain resources are being over-allocated or under-allocated?
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Looking for similar to collaborate
Short version. 2 years sales manager. 1.5 smartsheet. Company sizee start 500k annually today 3 million. Smartsheet is our only platform. Phoenix. Haven't found anyone that will take me seriously local on smartsheet, have used freelance again lack familiarity. Tried support no follow up back. We have local guy trying to…
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Linking Cell Values From a Cell With a Formula
I am trying to create a workaround using the cell linking function in order to avoid circular references. In the picture below, the Premium column contains formulas calculating the appropriate total. Is there a way to have the Bound Premium column show only the value from the Premium column without carrying over the…
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SmartSheet Reports have limitations that make them useless for business
We recently learned the hard way that there is a limit to how many sheets a report can access! We use the report feature to create individual task lists throughout our company. Each task list searches all sheets for names in an Assigned To column and refines the search looking for a value of "Needs Action" in the Status…
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Unicode Text Symbols are extremely useful
Please send me an email if you would like to be added to the workspace. kriswalsh@gmail.com I love Smartsheet's native symbols and use them all the time. That being said, there are times when I wish I had more options or flexibility with them. I am sharing the following with the hope that: 1. Someone finds it useful. 2.…
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Sorting from a drop down list that parallels parent row hierarchy?
I use the sales pipeline by stage sheet and love it. Typically, we manually move rows between our stages, which are set up as parent rows. I use the stage as the parent so I can easily keep track of my totals, which gives me trigger points for action on issues when sales may get slow. I also derive all of our sales…
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Cashflow Overview from Date columns
Hi all, i have checked almost every single discussions, but still looking for my solution: Case: building houses with 6 payment steps from our customers (revenue), and consider 6-8 payment steps for our contractors (cost) Note: this part we are able to do 1.) finally have a mastersheet with follow columns: January-December…
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Smartsheet merge in Google Docs: list sorting and/or filtering
Smartsheet Merge in Google Docs is a very useful add-on that I use very often. I can adjust a lot of things (creating/sharing/uploading GDocs and PDFs, as well as sending them to specific clients via email - just awesome). My only pain is to find the specific rows in a huge list of clients in the “Select Smartsheet Data”…