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Rolling budget/spend tracker
I have a bit of quandary with a recurring task, wherein I am tracking weekly budget allocations and tracking what is NOT spent. Currently, I have a basic sheet where my contractors/vendors upload a patient record, which is just a sign-in sheet, and I manually count the hours used. Each of these sheets represents a maximum…
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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I need to pull certain data from a sheet to another with specific criteria such as (completion 0%)
I am trying to write a formula that allow me to pull certain data from another sheet with completion % 0 and with specific type/name. I need help with the formula
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Seat type report - what is an "edit"?
Hi all, I ran our Seat Type report as part of the true up, and I noticed that a single user has made almost 550,000 edits in Smartsheet in the past 365 days. This is not a power user, the user account doesn't create items. I have 3 other outliers in the 10,000-20,000 range. So now I'm curious, what constitutes an edit in…
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Show all files that are pulling information from a file
We want the ability to see (on any file type) what other files are pulling information from the current file we are on to understand the dependency between sheets/dashboards/reports/etc.
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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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How to pull cell data from one sheet to another based on criteria
I have a sheet that tracks census of sheltered animals and I want to display that census cell in another sheet that matches the room number. I had a formula that pulled that but another admin had accidentally deleted some columns/formulas. In short, I want the data from the census cell to be pulled into another sheet with…
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Populating data into another sheet when certain criteria is met
I have two sheets that I need to work together - one for project tracking and one for expenses. When I change the "Payment Status" on an activity within my project tracking sheet to "paid", I want specific data from the row of that activity to populate as a new row in my expense sheet. The expense sheet should contain both…
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Project Selector in Dashboard
I have a Portfolio Dashboard, In tht we have multiple domains and each domains have multiple projects. I have created a main Dashboard which is having a link of Portfolio and each domain overview dashboard. I have individual project Dashboard also Now in each domain Dashboard i want to include a project selector and as…