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Using Resource View without 'named' Users
We want to use Smartsheet to build out our sales pipeline (consulting biz) and expected resource allocation. However, we don't have 'named' users (resources) until the project closes and we find the correct contractor. Is there an easy way to utilize resource views but without having named users invited into the smartsheet…
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Form with required attachment if a specific field is chosen
I have created a form and in this form if the user chooses "remove" then I would like to require that documents be attached. Is this possible?
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Workhours per Resource
Hi! Is there a way to set workhours for a particular resource (say the resource can only work on projects for 4 hours a day)? Thanks!
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"add the TXT records, provided to your externally resolvable DNS? " what does this mean? where do I
"add the TXT records, provided to your externally resolvable DNS? " what does this mean? where do I add this in Smartsheet? We are trying to merge accounts. Appreciate the help. Thank you, Deepthi
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Auto order (by date) in Card View
We have a project workload sheet that has columns of who a project is assigned to, completed, and new. There is no sorting or auto ordering of the projects that happen in each column (by start or end date). You can sort rows in the other views, but not card. Help, please.
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Impersonate capability for System Admins
As System Admin for another PPM tool, I had impersonate capability to use the appropriate permissions to emulate a user and quickly and easily support them without requiring their password. Is there a workaround in Smartsheet that provides a similar impersonate capability? Is this an enhancement request other System Admins…
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Percent Calculation
how is the percent complete calculated if there are multiple tasks with time frames which all roll up into a high level task? For example see attached image.
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Only available to users in the owner's account
In the "Edit By Anyone - Publish Links" page, one of the options is "Only available to users in the owner's account." I have been trying to find documentation as far as what that means exactly, but I don't see any. What does it mean to be "in the owner's account?" Second question: Ideally, I would want to require people to…
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Meeting Agendas - Are you utilizing Smartsheet's Meeting Management Template Set?
Hello, I am relatively new to Smartsheet and am interested in hearing how folks are utilizing Smartsheet’s Meeting Management template set. My organization is looking at potentially using the meeting management template for our meeting agendas and minutes but are running into a few snags. We are considering using the…
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Account email notifications from Smartsheet
We have a few others set as administrators for on our account. I would like to modify who receives notifications from smartsheet, ex. User has requested to be a licensed user email notifications. I would like only 1 administrator to receive these types of account notifications. Can this be done?