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Workbook template set for new project
Hi there, My first post to this forum and somewhat new user to Smartsheet. Can anyone advise if below is possible and if yes, how to do this or point me to help on this topic. Thanks a million! *** I want to create a template set for a suite of document that I need to create for every project. What I do today is use an…
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How to start building project roll-up with 110 dropdown names to pick also
Where to start, project roll-up, don't want a done of linked cells if can avoid it. Need it simple for user interface. Today using Excel just type it in, pick the color for the cell. The color means something based on a key. There is high-level corrdination of the overall program, then high-level for a project, then…
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How do you make a Program roll-up
How do you make a roll-up of multiple indivdual projects. Wtihin each of the project dependencies is turned on.
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Active Sheet Format Updating from Template
All, My org manages product delivery lifecycles. We currently copy a process checklist template (sheet) for each new product delivery. This checklist also captures dates and data points. Idealy there would be a way to actively update format of the checlist template sheet (additional rows added as we fine tune the process)…
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Adding checklists to a project
In my project with gant chartsd and ependencies, I would like to add a task, e.g., "Set Up Vendors". As a subtask, I would like be able to add 10 vendors. Ideally then, as each vendor is setup, I want to "checkmark" each vendor. Once all 10 vendors are checked, then the task can be marked as complete. Is this possible?…
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Keeping parent Task during filter search
I have been using the Parent Task as a header for child task below. The child task has an owner, the header does not. I'm in construction so for example the Contract header has child items such as site visit, develop scope etc. My owners don't want to see all the items that they don't own and I have a filter for each owner…
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How to submit a Template to be Shared in Template Category?
Hi! I have created a tax season client template that would be a great addition to the finance category. Travis had requested that I share so please advise on how I can share with the SmartSheet community. Thanks!
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Best practices for managing offshore team task and schedule?
We need to overcommunicate and manage our offshore teams better. What are best practices in terms of tracking and managing ALL the schedule and tasks using Smartsheet? One master schedule containing the details of every task (which we want individuals to go in and update status with comment)? Or separate the schedule from…
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What's the best way to show Baseline Schedule when it's not available on the Gantt?
We are using the Baseline "workaround" by creating the Actual Start, Actual Finish and variance column formulas. What method has worked for you to compare the baseline to the actual since it's not supported in Gannt view? *already upvoted this feature!
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Program and Project Sight Templates
Hi there, I really like the look of the Program and Project sights in the Sight Gallery. Can someone send me the Sight templates and the underlying smartsheets and reports needed to make it work? I'm hoping it pulls from the Basic Project and Basic Agile templates. Thank you! - Janet
