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Update Webform URL's included in Folder when Save As New used
We are currently running multiple Projects and have setup a Master Folder with our Process Task lists in using Card View. Within Card View we have links to some Webforms used to capture Data for certain key tasks. The Webform sheets are located in the same folder. When we do Save As New using the Master Folder to Create a…
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Can Smartsheet show a Gantt style bar that shows monthly RAG status trend?
I am new to Smartsheet and have a POC developed in Excel that allows us to have a gantt style timeline that is coloured by month according to the monthly RAG status. This RAG status is conditionally formatted based on whether we indicate 1, 2 or 0 in the cell but is not shown. We can also add activity descriptions in the…
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Creating a new template
I just moved my team over to smartsheet (off of excel), so I'm still learning. Is there a way to create a new template with custom columns so that my team can have a consistent custom template to start projects with?
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Multiple Projects - all with interlocking critical paths
Hello community I don't know if anyone else has this issue. I have multiple projects, resources etc, that all overlap. I have a VP that wants to see the critical path over ALL of the projects. Is there a way to do this? I know we have critical path capabilities within one sheet, but i dont see it in a report when i put…
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Template Description
I saved a sheet as a template and entered information about updates I made into the optional template description field. I cannot find the text I entered anywhere. Where does that information go?
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Scheduling resources (internal & external) without a Project Plan
I am working with a client (outside construction with internal and external resources) who wants to create and maintain a scheduling workspace/tool. Presently, they assign work in teams against various initiatives and urgent work orders. The goal is to ensure all resources are fully utilized and work is prioritized. When a…
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Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
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Internal Enterprise Templates
Has anyone developed or use an in-house template area for the Smartsheet solutions created on their account? An in-house "solution center." Our enterprise account has 550+ users. We are looking for a way to share and make available, Smartsheet solutions that have been developed on our account and may be useful in other…
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Interested to hear from people who have/plan to use Smartsheet as a Facilities/Maintenance System
Hello all, I have been using Smartsheet to help my clients digitise their Cleaning / Maintenance / Landscaping / Service processes and businesses. This includes Site/Location/Asset lists, service request and reactive/planned work tickets. I have created a solution that allows Services Requests come in via forms, get…
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Convert date format to mm/dd/yyyy
Is there a setting or a formula to convert the standard yy in smartsheet to yyyy?