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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…
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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…