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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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Looking for a labor capacity tracking solution - SS Resource options won't work
Hello, I've seen a few people asking questions that lead me to believe I am not the only person looking for a labor tracking solution NOT at the day level. To use the resource tools in SS we would need people to estimate their workload on a daily basis with start and end dates. We want people estimating hours per week per…
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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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Cash Flow Forecast
Hi, Is there any way of doing a cash flow forecast/projection within Smartsheet. With most other project management software this is a built in feature. I would like to do a forecast of the monthly projected cost for the project.
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RFI / Submittals Tracking Template
Hi all! Wondering if anyone has a good RFI / submittal tracking template they are willing to share? Having trouble formulating the best tracker myself as this information flows really quickly. Thanks!
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Pre-populate a form
I am building a change control log. Is it possible to pre-populate a form with cell data from a sheet? For example, project name, ID, customer, description and resource from the sheet to help the process of logging a change to the change control log.
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Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
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Index Match or Index Collect with multiple criteria
I'd like to return a Contact to a cell if two criteria are met. I've tried using the index collect formula copied below but I continue to receive #INCORRECT ARGUMENT SET. =INDEX(COLLECT({Vendor Contact}, {Project Name}, [Project Name]@row, {Scope of Work}, [Scope of Work]@row)) Solutions? 😁
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Sum of column values that come from function formula
I have created a formulation of a drop down with prices associated with each selection that population on a different column: =IF([Repairs Needed]@row = "Tuck Point", "125", IF([Repairs Needed]@row = "Tuck Point Panel", "450", IF([Repairs Needed]@row = "Tuck Point Column", "150", IF([Repairs Needed]@row = "Tuck Point Major…