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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…
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Consolodating multiple sheet info onto a single report line
hi I run a smartsheet where users create smartsheet sheets to plan individual projects. I have a list of all the sheets required. I want to pull a report that compares the list of sheets required with the sheets actually created to track progress. I can create a report which pulls them in as pairs of rows (1 line from…
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Linking cells from multiple sheets to a report
Let me describe what we're doing: We are an agency that has several creative agents working on projects for our clients. Each creative logs hours worked on projects. We need to be able to count the total hours worked by all agents, then report that to the client report in one cell. Does that make sense? So if we have 5…
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Predecessors "tolerant" to deletion
I'm trying to figure out if there's a way to set up our projects so that some very specific tasks, which may normally be predecessors to other tasks, can be DELETED without resulting in an ugly "#REF" error on the subsequent row. We would want this because we have several different "tiers" of projects depending on the…
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How to allow tasks to flow up and down
Hi I'm a teamleader that keeps track of all tasks and put them into smartsheet. So I'm the connectionpoint for all stakeholders. But I don't solve the tasks, my team does. The priority of which task should be solved first is alligned with 5 other team leads. So right now I have an overviewsheet with all tasks and the…
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Hours tracking conundrum
Hello, I'm a new user who has completed my 1 month trial and had a 30 min session with a SS expert. However, I still haven't figured out how to make SS do what I want it to do. Specifically- I work for an 8 person consulting firm with an average of 70 clients at any given time. Sometimes one consultant works with one…
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Contact Database
Hello! I'm new to smartsheet. I was wondering if there was a way to click on a company name and have it display all of the contacts associated with that company? I understand that you can link cells and link sheets but I don't want to create a sheet for each company. We have hundreds of companies and hundred of contact…
