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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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Effectively using Link Cells
Hi guys, I'm eager to understand the easiest approach for using the Link Cell functionality with templates. I am building a 'Project Master Listing' document that will have cell links to multiple 'Individual Project' documents. When each new 'Individual Project' is created i am assuming i need to manually associate the…
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Auto-populate %complete based on dates / duration
Hi, All my project sheets are all set up with project, status, start date, end date, duration, %complete and predecessors. I also have a checkbox column to mark when a task is complete. I'd like to format my % complete column so that it auto-calculates how much of a task has been done based on the start and end dates. I'd…
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Best practices; optimum template design for pulling/pushing distilled info from a sheet
Typical project management templates are not designed to easily get a distilled summary of important points. I am wondering if these is a template out there that would allow for easily pushing out or pulling from a sheet the following. If this info is in form of a symbol (Harvey Ball symbols for example) instead of numbers…
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New to smartsheet - Creating a document from several sheets of information
I am new to smartsheet and am self taught by using the youtube guides. I was hoping someone maybe able to guide me in the right direction. I am using smartsheet to create a log for new sample parts we need to test (product development testing). The log will contain a brief description, a photo, dates and also have links to…
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How to import data from another sheet
I am very fluent with Excel but find that it doesnt work completely the same with Smartsheet. I am trying to import data from another Sheet i.e. Sheet1 A1= 200 Sheet2 A1='Sheet1'!A1 How do I do the same thing with Smartsheet and then hide the formula?
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Can you concatenate in SS?
For example: Column A says "John" Column B says "Smith" Can column C read "John Smith"?
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Cross Sheet Resource Leveling
Here's my dilemma... 13 simultanious projects with a single team of 12 -14 people plus a few outide vendors and contractors. I can set dependancies within a single project and carefully arrange schedules to maximize effeciency and make sure no one is over allocated. OK, no problem. And yes, before Craig asks, I can even…
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New Client Sheet Generator?
Hello, I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC. At this point, I am…
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Links in Templates?
How do you make a link in a template? I am designing a system that uses a to-do list for each new transaction - the blank to-do list is stored as a template. There are three columns on the template. 1. The item to do 2. The status control (done / not done) 3. Links back to another sheet with detailed information about how…
