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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…
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Save As New does not link to new sheets, dashboards or forms
Hello, It seems since there is the option for the links to link to the newly created sheets, etc. that when selecting this option when save as new it would link to the new sheets. However, none of the linking works for me. For example, if I use the metric widget on a dashboard it remains as the original sheet as the data…
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Adding Overall % and Date Questions
I am using the Project Manager Office Template from Smartsheet. I would like to have the very top row (it is almost like a summary row), calculate the overall % complete of the project and adjust the start and end dates as the schedule changes/ progresses. I tried adding a formula to both sections but it would not actually…
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Filter Report Based on Cell
I have some reports in a template dashboard that I would like to filter based on the data within a cell. For example, I have a report to show a project's weekly update. I would like the template to look at the project name in the metadata to filter for that project's weekly update instead of having to manually update the…
