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Overview of Assigned tasks and status of different sheets
Hi guys, I'm quite new, so my apologies if this is quite a silly question. We would like to have a sheet that summarizes the open tasks of everyone in the organization. I first tried to structure one Client Sheet, so that I can later add all of our other clients in the same format. I added two screenshots, one of the Sheet…
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Can't figure out why formula is not working in my budget plan
Creating a budget plan using a Smartsheet template. I initially deleted the code names because they weren't useful to my project. The formula search_value was linked to code name and produced an error message. I adjusted the search_value and column_num to match the correct linked data and had no issues in any other month…
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'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…
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Building a Client-Facing Portal in Smartsheet. Workapps?
Hi Smartsheet Community, I am trying to figure out what the best avenue/ tools within smartsheets are to build out a published portal that is dedicated to our customers. Some background: My company generates utility-scale renewable energy projects from scratch. Our business model is to develop these projects over time…
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Onboarding Spreadsheet Help
Hi there, I am creating a new employee onboarding spreadsheet to assist our new hires in getting familiar with the company and have come across a roadblock. I want this spreadsheet to be reusable for different employees as they start in a department. I want it to function similar to this link at the bottom where it creates…
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Are Admins the only ones who can create new sheet from Template?
We would like to have one of our Editors have the ability to create new sheets from a template in the workspace they're shared to. However, it appears that only admins have that ability. This seems unsafe for workspaces that have a lot of customization that could be modified by a user that really only needs Editor…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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Root Cause Analysis Template & RACI template
I would love to see both a RCA template and a RACI template added to the portfolio of available sheets out there. Thanks
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Learning Schedule Template
Hi everyone I'm working on a project that has an extensive training schedule to develop and deliver. Historically we have used Excel however we'd like to integrate it into Smartsheet to streamline our reporting. I'm wondering if there is a training schedule template available or if anyone has any best practice samples to…
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PMO Template Set: Suggestions for challenges with how Schedule Health is calculated?
I am struggling with how Schedule Health is calculated in the Project Plan that comes with the PMO template set – it seems misleading and not an accurate reflection of health because: After setting a Baseline, the Schedule Health is still calculated using Target End Date (which is likely a different date than what is in my…
