-
Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
-
Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
-
Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
-
Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
-
Data hosting services within Canadian border
Anyone know vendors who can host the data within Canada to meet contractual requirements, since we have datasets built with Smartsheet and running Dynamicview, we are looking for ways to meet the contractual obligations to host the data within Canada by using AWS Canada hosting, basically take all the datasets in the…
-
Combining Sheets
Hello Community! Wondering if anyone out there has any best practices for combining a project plan and a resource plan into one sheet. Is this an option? Would that sheet then be able to have the same functionality and link certain cells / info back into Resource Management? Right now, they are two separate sheets, but our…
-
Dropdowns in a dashboard, is it possible?
I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total sales for each month, and even quarter, down to how many projects they have completed…
-
Will the 2023 Project Management Path eLearning earn PMI PDUs?
With the release of the 2023 Project Management Path eLearning I am curious if the course will provide PDUs for PMI Certifications such as PMP. If so, how many PDUs will be earned? Additionally, it mentions that the user must be core app certified prior to taking it. If you have the 2022 core app badge do you need to wait…
-
Dynamic Forms
Hi, I'm trying to create a form that is dynamic wherein the other fields will changed when a certain category is picked. For example, selecting category: printing project that will have how many pages, if it's double sided and what type of project it will be. Then another project that selected category: Room Setup request…
-
Drag & Drop Emails from Outlook to Smartsheet in Chrome & Email is Deleted from Outlook
When dragging the email from my Outlook window to Smartsheet in Google Chrome it removes the file from my Outlook entirely and the email is gone. I tested this in MS Edge and confirmed it does not happen when using Edge; the file copies and uploads to Smartsheet without deleting it from Outlook. * Windows 10 Pro for…
