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Intake sheets add on process flow task management aligning with project plan
I am setting up a sort of hybrid project with a large cable manufacturer, the project started and stopped during COVID and they had no task management. I am to use SmartSheet for the project plan, which I have mostly in place other than sites not visited yet. At the end of the day, I am standing up an OT network at several…
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Metrics: Using the metrics template and metadata
I have the following setup: An Individual Project (Individual) A Dashboard Rolling Up Projects Assigned to an Individual (Program) A Dashboard Rolling Up All Projects (Portfolio) Each of the Individual, Program, and Portfolio has a metadata report and a metrics report Problem: I have to manually link the portfolio,…
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How do I create a Index/Match formula w/ a condition across sheets?
I have a sheet with a bunch of site location data. This sheet includes a check box column showing if the site is Open (Checked = Open). I have another Project sheet where I want to pull in only the OPEN Sites and populate 3 columns from the Location data (Site Name, Region, & Size). I am having a hard time finding a…
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Summary Formula
Hello, I am using Smartsheet for project planning. I would like to track adherence to plan, specifically counting the average of the Start to Plan and Finish to Plan and represent the number separately as a percentage so I can see what percentage we start and finish to plan when it happens. I have created an Ancestors…
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Why is one sheet workflow bringing the cells to the top and 1 sheet is bringing the cells bottom
I have two sheets that workflow to a separate sheet. One sheet will put the cells at the top and one will be brought to the bottom. How can the cells be workflowed to the top of the separate sheet.
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IF Function
Hi, I want a formula to report if the Actual Start date is greater than the Baseline start then put the tick and cross symbol. The formula works however even when there is no actual start date entered it will still populate. I need a condition for if it is blank then no symbol appears. Can anyone please help me out? :)…
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How to link a checkbox from a checklist to a column in a Report?
I was wondering if someone could please help with linking! I have attached two photos for a reference. One is of the checklist (which is the one with the rows) and one is the report (which has all the tick boxes in the columns). I am wanting to make it so when the payroll box is ticked on the checklist , that is pulls…
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Subtask dates populate from parent
Hi, Does any one know if there is a way to auto up date a subtasks dates when you move the tasks between parent tasks? The scenario is we have a course booking tracker and the PARENT task is the course instance and the SUBTASKS are the attendees. If we need to change the attends course slot we would like to drag to a…
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Timeline Variance indicators
Hi, I am new to using Smartsheet and was wanted to confirm a few things timelines related: Can Smartsheet create predecessor and successor dependencies (FF, FS, SS, SF) similar to MS Project? Does Smartsheet allow for WBS elements to be created through indent / outdent similar to MS Project? Can Smartsheet allow linking to…
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Running Balances for employees
Hello all, I am trying to make a spreadsheet that tracks employee fitness reimbursement balances based off of their entries into a form. Each employee has exactly $300 that they can use per year for fitness expenses. Every time they submit a reimbursement, it gets put into a form that includes their name, clock ID, date,…
