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Cashflow Overview from Date columns
Hi all, i have checked almost every single discussions, but still looking for my solution: Case: building houses with 6 payment steps from our customers (revenue), and consider 6-8 payment steps for our contractors (cost) Note: this part we are able to do 1.) finally have a mastersheet with follow columns: January-December…
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cash Flow
Dear All, Im a new user of smart sheet and i used dureing several years MS project. I would like to know if we can make report cash flow on smart sheet? If yes what are the step to do it. Using a schedule without cash flow or cost report doesnt make any sens to me. If i can't do it i will go back to primavera or Ms…
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When checkbox is checked harvey ball to show as full
I am trying to set up a formula using a checkbox and a harvey ball. Basically I would like the harvey ball to show as full when the checkbox is checked. The checkbox column is titled complete, once this is checked the harvey ball should be full. I have tried lots of different formulas and none of them are working the way I…
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Report Request: Show new discussions added within a time period
I would like to be able to publish any rows that have recieved new comments over the past 7 days along with what those comments are. Is that possible?
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TICKBOXES IN SMARTSHEET
I am trying to record telemarketing results for multiple users, who want a simple sheet to "tick" one of four boxes as to the quality of the call, every time they make one. This needs to be automatically updated, and centralised onto a single sheet, with the ability to breakdown into user and date. Ideally, we dont wish to…
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automated movement between parent grouping for roll up sheet?
Is it possible for a row to "automatically" relocate itself from (1) parent child grouping to the NEXT parent child grouping? Right now, I have to manually move them. I have a roll up sheet for our design clients. The roll up sheet is organized by stage of process and all information is auto filled in from the actual…
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signatures
Hi How can i obtain sign off signatures from staff working remotely onto documents that i have attached onto Smartsheet. They do have access to Smartsheet on their tablets but it would help greatly if they were able to sign Docs i.e Toolbox talks, Training docs etc. many thanks Joe
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Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
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How can I put a drop down menu that dynamically updates or adds another field?
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
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Lock attachment column, only to be edited by admin
Hello, I have been trying to lock only the column where I save my attachments. Is this possible? Thank you
