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PMO Template
Dear All, I like to understand how I can re-create the header row that I find in the Project Intake Sheet in the PMO Template. Can someone please advise? If I set up teh column with a function (e.g. Auto number) it is impossible to enter the word "Project ID" in teh first line as shown in teh image below. How does that…
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Data cannot be charted, unable to read source data.
I am using a template from Smartsheet (Project Tracking and Rollup). When I attempt to link the sheet to my chart widget, I get the "unable to display chart" notice. The chart should show percentage complete, but it doesn't. I will add photos of what it should look like, the notice, and the sheet that the chart is pulling…
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Concatenate formula with IFBLANK
We are trying to move some of our more complex templates into Smartsheet but we're having trouble converting the concatenate with blank formulas from excel into smartsheet. For example we have this formula in excel =IF(M2="","New",M2), and all I can seem to get to in Smartsheet is =IF(ISBLANK([If nothing is indicated,…
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Form: Change "From" on Automated Form Submission
Hello! My team at work recently created a form with an automated email response to confirm to the recipient that their submission was received. When this email is sent, however, it reflects the name of the owner of the sheet. I am wondering if it is possible for us to change the name to something generic for our team,…
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Pivot App - Include Pivot Charts in Template
We have a Workspace template that is duplicated (in control center) for each project but the pivots aren't included in that template and have to be reconfigured each time. This is unrealistic for the volume of projects we need created. Same applies for other premium app configurations, too.
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Developing Library check-out list
Hi! I am looking for suggestions/help on a formula for a library check out sheet. In columns I haveL check out date / Number of Copies / Copies Available. I am struggling to figure out an automated process to get the copies available to update once when the number of copies is changed. When the form is submitted it says…
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Pack Copy / Design Brief
My company produces items that hold multiple components within point of purchase packaging, and therefore we need to use a very detailed pack copy template to our design team (including ingredients/ nutritional data for 3-4 products). While we transition over to Smartsheet, I'm keen to understand if anyone has found a…
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Moving data from client report to my template
Hi - I'm importing client data to a template and I am using INDEX and MATCH formula =INDEX({Crane Range 6}, MATCH([Contra Firm / Sponsor Acct #]@row, {Crane Range 2}, 0)) This works well for one column at a time. I want to capture multiple columns at once so I'm not copying first name, middle name, last name, street…
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How to use project status report and templates
Hi, I'm still new to ss and how to use free downloads! I'm stuck on how to use the Weekly Project Status Report Template like its shown in the image marked "report layout". I downloaded the template to which I have to complete the data (ref. image- "template layout". The issue is that I'm missing a key step to convert the…
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Prevent Logic from Disappearing when copying a Form
I am trying to create a template for a form that my team will be using going forward. I've created a template and have all my fields set but when i save as new or build off the template all of the logic as well as required fields and Multi Line fields just go away. the Fields are still there but I have to go in and update…
