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How can I change the WBS phase number for my WBS by phase?
Hello, I am trying to figure out how to change the WBS phase number for specific tasks in my project. For some reason a group of about 15 tasks is assigned to phase 1 in my WBS, but they should be phase 10. The WBS number is showing 10.1, 10.2, 10.3, 10.4 and so on, but the phases for these are locked in. How can I assign…
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Enhancement Request for Smartsheet Proofing Features
Hello Smartsheet Development Team, We would like to request enhancements to the Smartsheet Proofing features to better facilitate the processing of RFIs and Submittals in the construction industry. Currently, due to limitations and licensing requirements, we have paused using this solution and reverted to manual data entry…
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Procore and Smartsheet Sync for Budgets/Forecasts
Hello, We're starting to integrate our construction team into our broader Smartsheet project pipeline for new construction projects. I'm wondering if anyone has had any success or guidance on how to pull budget and forecast data from Procore into Smartsheet. Thanks, Dylan
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Form Submissions: Multiple Condition IF Formula Isolated to Most Recent Only
Hello Friends! I have a form that my field crew uses to check the condition of our machines every morning, which includes the most recent hour/meter reading. There are (5) machines that we own that I want to isolate the most recent reading into a dedicated cell in order to determine how soon the next service will be. Also,…
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How To Have Risk Column Automatically Update Based On Certain Conditions
Hello, Can anyone help me write a formula based on the following conditions. Risk Status = "Green" if the following conditions are met: [Delivery Confirmed] is checked Risk Status = "Gray" if the following conditions are met: [Release Date] is Blank Risk Status = "Red" if any of the following conditions are met below:…
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Real Estate Project Management
Hello, is anyone working with a real estate/construction project management template dashboard that they have found helpful? We are a project management firm and we are having trouble finding dashboards that meet our needs.
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Auto reference a file added to a folder that a Report is pulling from
I need help finding a way for my reports to automatically pickup new files. I have numerous reports that need to reference everyfile that is in a given folder. When these are first setup, it is very easy to select the folder for the "where" portion and it grabs every file within those folders. However, it doesn't appear…
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Zero Formula
Where do I find the formula to have a cell display nothing when the total becomes the number zero? I have a sheet with zeros in multiple places and it clutters to much.
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Drop Down List on Dashboard
Is there a way to place drop down lists on the dashboard yet? Need direction..
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Merged: Extra Fields For Contact List
This discussion has been merged.