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QBO and Smartsheet
Is there a way to link an invoice from QBO to a field in Smartsheet?
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Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
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Status for At Risk tasks due in 7 days
I have 4 status categories for my project with respective RYGB balls: * Complete (blue) * At Risk (red) * Requires Attention (yellow) * On Track (green) My current formula in the Health column automatically changes the RYGB balls when the status is changed manually: =IF(Status2 = "On Track", "Green", IF(Status2 =…
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Update requests to more than a person
Hi all, I have a spreadsheet that has set up an "Update request". Now, that same update request was set up to notify both myself and my colleague (since i was on annual leave recently, so nothing was getting left behind). What happens is, since there are 2 people in the automation, the update request only gets cleared…
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SUMIF on Cross Sheets
Hello, I've been trying to create a roll-up based on "Region" from another sheet and I either get "0" or invalid argument. On inventory sheet I have multiple columns with Budget, Actuals, ect and would like to sumif based on Region. The formula below returns "0" =SUMIF({Inventory Range 1}, {Inventory Range 2} = "ProServ…
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pdf and excel files into multiple sheets via Gantt?
Hi there, trying to make a production line more efficient and I need to attach a file to each order (each order is a separate row). We run off of multiple sheets, and have reports broken down to each department. For example: Main Sheet: Gantt Production - includes all orders (which are linked to multiple reports) Report:…
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Server/Local sheets get out of sync, some permanently
Hi all, I am working with SS support but I thought I would reach out here as well According to T2 support ...If our server has not processed all data/ formulas before a save is made the sheet may show a different version than our server shows. In most cases the dirty save only lasts for the first 2 rounds of saves.... This…
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Getting Status of Children to roll up to Parent Row
I have Parent tasks with Children tasks in a dropdown list column. The options for the children are: assigned, in progress, complete. would like to have the parent status display be blank if none of the children have a status selected (all are blank), display "Complete" only if all the children have a complete status,…
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Resent Request for Approval
Is there a way to send a reminder to someone who received an automated request for approval? I have program chairs who are either not responding or are not responding in a timely manner, so the Approval Status remains "Requested". Right now, I reset the status so it triggers the automated request for approval again. It…