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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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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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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…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…