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Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
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How to create a master schedule sheet in project prog schedule mode by linking other schedule sheets
Hello, first of all sorry for my English, I'm doing a translation from French. I work in the construction industry and we have big construction projects. Each major construction project includes several complex tasks. Each of these tasks is a project in itself and it has its own schedule. The goal is to bring together all…
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Can an intake form populate more than just a new horizontal row in a sheet?
I have timeline templates built out in a cascading fashion (with parent and children relationships) using "workday" formulas and a holiday list. I'd like to start the timeline off with an intake form. The customer would enter the timeline type (telling smartsheet which template to pull) and then the start and end date of a…
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Template Import Data?
I have a template with only column headings and one column with two conditional formatting rules. However, when I import a spreadsheet into the template it overwrites the template settings. Is it possible to import only data into a Smartsheet template, as in Excel "Get Data/From File/From Workbook"?
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Reference Formulas in Templates
Hello, I have created two templates from sheets that reference each other in a SUM+DATE formula. I would like the new sheets created by the template to reference each other, but at this moment they reference the old sheet from which the template came and need to be changed manually. Any way to achieve this? Thanks in…
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Creating and Saving Template Sets
Hey Is there a way that I can save a folder, that I created, containing sub-folders, which contain sheets, reports and dashboards as a template set?
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Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need. I have a 4900 row Excel spreadsheet with my data. I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time. I cannot seem to find a way to…
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Master Roll-Up for multiple project sheets
I am reviewing the Construction and Facilities Management template set provided by Smartsheet. I only have a Team account for now. The template comes with 2 sheets for Projects. In the Master Roll-Up sheet, you can see the formulas used to pull the info from the 2 Project sheets. Question: Do I have to manually update the…
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How to set up and automate a template for this report chart in the dashboard?
Hi guys, do you know how to set up the following report chart in my dashboard? I have seen this kind of report chart in one of the Smartsheet webinars. My requirements to this report chart would be : Every time I set up a new project plan, every person in my "Assigned to" column should be automatically involved in this…
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Template set with URL Links not working
I have a project plan with 3 supporting worksheets. I want to launch the supporting worksheet FORM within my project plan. So, I copied the supporting sheets FORM URL into the attachment cell on the appropriate row for each corresponding support sheet. So far, so good. Then, I did a "Save As" using the option to have all…
