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Where is the Project Intake Form - Project Managment Office Template
Hello all, I just downloaded the Project Management Office Template and started to learn how to use it. However, when checking the folder, I couldn't find the Project Intake Form into my folders. Anyone knows whether is missing in the template?
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Question about adding data consistent with a template's formatting
I'm using the Project Schedule Manager template and I have a question about how to expand certain functions. The template provides you with three rows to input team member's names and roles. This is sourced by a metric widget on the template dashboard. I can't figure out how to add more team members and have it formatted…
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Ability to update Smartsheet Templates with Non-Working Days to support year-over-year changes
Smartsheet grants Admins the ability to update global settings such as Non-working days however, this setting only applies to new sheets so, if your organization heavily depends on Templates, the settings for non-working days does not apply. Our organization has over 50 reusable templates and some dating back to 2019…
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Data Not Pulling Into Portfolio Metrics
I'm using the Project Management Office Template set. The data on the Portfolio Metrics sheet is not populating correctly. For example, even with the sample data that's populated the Total column is populated, but it's not breaking out the total by Category type. The '2' shown in the picture is the total. The '2' should…
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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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Cell Linking not following to sheet "Saved As New" in Marketing Campaign Template Set
Hi there, I'm digging in to the Marketing Campaign Template Set and am hitting a wall. When I'm saving a campaign as new, the cell linking in the sheet "3. Campaign Plan" is not showing up. Does anyone have experience with this template set that they could help troubleshoot why this is happening? TIA! Here's the original…
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Preserve specific email address in a Workflow rule in a Template
Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet. This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a…
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Blueprint for Different Project Plans
We have different sized projects (small, medium, large) and each one will have a different project plan template. We currently have an intake sheet setup with Blueprint so that once a project is approved the standard template is used. However, we would like to use another column in our intake sheet that shows which size…
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Has anyone turned into the Employee Onboarding template into a rollup format?
Hi all, I'm working on a project for Employee Onboarding. After discussing with stakeholders, I think the Employee Onboarding template (Setup: New Employee Onboarding - Smartsheet.com) is a great start, however it doesn't meet some of the needs we are looking to cover. I'm reaching out to the community to see if anyone has…
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Pulling data dynamically from standard project folders
We found a template for multiple projects that uses a standard folder setup to keep Reports, Project Plan and Dashboards for each project within its own project folder... allowing us to have the separate lists of tasks and RFI's, rollups organized for each project rather than a forever-growing list of entries from old…
