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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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How to calculate effort relative to working hours?
As a new user I'm working my way through the Smartsheet product. Thanks to the 'best answer' in this post I was able to calculate the Effort (or Energy), which is visualized by 1 to 5 people-icons; this way Duration can be set or calculated for regular project planning, but in Card View this is automatically shown by an…
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New Client Sheet Generator?
Hello, I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC. At this point, I am…
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New Comment Format Causing Confusion
We have been using the old Discussions feature for the last 3+ years as a way of entering unrelated notes on projects rather than as a way to send messages back and forth between users. The recent transition to Comments has made all our notes look like replies to previous notes when in fact they are totally unrelated. To…
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Nested IF formula using additional AND/OR logical functions
Hello everybody, I am struggling with creation of formula for defining Invoice Status Symbol (RYG). Geeting the UNPEARSEABLE error message. My formula is right now as follows: =IF(TODAY-[INVOICE DUE DATE]11>30,"Red",IF(AND(TODAY-[INVOICE DUE DATE]11>5,TODAY-[INVOICE DUE DATE]11<=30),"Yellow", IF(OR(TODAY-[INVOICE DUE…
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Date-based formulas now broken across 100+ sheets
As a result of the latest release and supposed "formula enhancements", we now have more than 100 client-facing project sheets whose "status" column is entirely broken. Previously our status column looked at the task Start Date, End Date, and Target Date, and intelligently spit out a text value such as Due Soon, In…
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Excel spreadsheet with calendar and schedule
Good afternoon, I hope someone could please give me some ideas if it's at all possible to do with smartsheet or in excel??? I have an excel spreadsheet that was created by a professional. I'll try to explain the information it has on it and what I'd like to do with it. It has the date, Hebrew date, and then in in many…
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Large doc with rows of data - dates
I have a sheet that we use to co-ordinate service work. It is getting pretty big. Is there anyway to have Smartsheet automatically go to todays date on the sheet, as opposed to starting at row 1?
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Alerts to non-shared resources
We are trying to implement an editorial calendar. Smartsheet works great for this in theory.. ie: we have the primary row as an calculation that shows us: "Client (Content Type) Title (Creator name)" - perfect. this is awesome. We have the due date as the calendar date. - Again.. perfect. HERE IS THE CHALLENGE We have…
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Auto-fill formulas and corrupt references
Hello, I'm currently in the process of setting up a rather formula-heavy project sheet, linking project names, project numbers and multiple assignees to all the different tasks within the project. In order to circumvent the limitation of one assignee per task on my sheets, I've created additional (non-Contact list) columns…