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Parent status (RYGB ball) changing based on child status (dropdown)
I am looking for help with a formula where I have a parent row and then multiple children rows below. The Parent has an overall status that is a 4 ball symbol of red, yellow, green, blue) My child rows are using a dropdown menu called "Confidence" with percentages as the values (10%, 20%...100%). I'd like to set the the…
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Opening Dashboard Hyperlinks in new tab.
The dashboards that I've created for out Project Management teams contain a report that lists all their active projects with a hyperlink to a project schedule (A different Smartsheet Grid). I've been asked if it is possible for them to open the schedules in a new tab rather than opening it up in the same tab/window,…
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Find all similar entry names and add their qty
Hello I have a sheet I made where I load in all my orders of items needed for a job. Each Item has a code assigned to it I'm calling the Entry Name. There will be times where the same Code/Entry Name will appear several times during the life of the project. For Example This week I might need 4 - BT01 (Entry Name) then as…
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Budget v. Invoice Cost Codes
I have two Smartsheets. Sheet 1 is my budget broken down into various cost codes. Sheet 2 is a log of all my invoices with cost codes and amounts assigned to each invoice. I am trying to take the amount from each invoice and have them populate in my budget according to their cost codes. The budget amounts for each cost…
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Trouble with COLLECT in INDEX/MATCH
I'm trying to troubleshoot an INDEX/MATCH formula that contains a COLLECT statement which is supposed to limit what cells are being used for the MATCH. I am referencing a project schedule, looking for the "next deliverable" - we have a column called "Function" in which the schedule tasks can be defined as such. (See…
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Calculating costs for a task over more than one month
I'm trying to come up with a formula to calculate the labor costs per month in one sheet ( 12 columns, one for each month), by referencing another sheet, and referring to the start/finish columns of said task. E.g. Task 1: Start = Aug 27, Finish = Sept 5. So in my cost sheet, the formula needs to refer to the start date…
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Using IFS statement with date and check box
The simple statement is I want to have a sum of work hours in a department, that is still incomplete, during a calendar period. Currently the formula is: =SUMIFS([Work Hours]:[Work Hours], Department:Department, "Wire", Finish:Finish, >=DATE(2020, 9, 1), Finish:Finish, <=DATE(2020, 9, 30)) * 8 A suggested version has been…
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Duration to a specific task from project start / counting the number of project days
Hello, I'm wondering if there is a function in Smartsheet by which I can create a column that displays the total number of project days from the beginning of the project ("Project Day 1") up to the beginning of each task. For example, the first task would start on "project day 1," the last task of the project would start…