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Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
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Smart Forms Templates
Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during…
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COUNTIFS/CONTAINS FUNCTION
Hi All, I need help with a formula to Count every instance a name appears in a multi-select row of a column based on criteria from another column first. At present this is my first formula: =COUNTIFS({CORP ADMIN TEAM TASKS Range 1}, "In Progress", {CORP ADMIN TEAM TASKS Range 2}, "Jane Doe") However, it is only…
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Duration and Date Dependencies - Reference Cell in Same Sheet
Hi, Very novice user here. I am using Dependencies and am trying to find a way to make the Duration and Start/Complete Dates reference another cell within the same sheet. Screenshot attached. I'm trying to have the information in the Project Summary cells pulled into highlighted durations/dates so that it doesn't have to…
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Project Collaborators Schedule Report
Hello everyone, I hope you're doing well. I'm new to SmartSheet and currently working on my initial projects and automations. I have a project group and would like to create a report in the project management office that allows me to identify all the collaborators involved in each project and in which months they will be…
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Automation using reference cell
Hello everyone, I hope you're doing well. I'm facing a difficulty in setting up automation. In the project model we've adopted, one person is responsible for monitoring the project progress, and this monitoring is measured as the stages are marked as Complete. This calculation is straightforward with a formula that…
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Form Confirmation Options
I have created a purchase order sheet and form which auto generates a number each time. How do I reference this number to pull it through into the form completion confirmation message and/or email?
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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% Complete Without Dates
Hey There, I work for a construction company, and one of our subdivisions has multiple townhome blocks. We are currently building 3 blocks, but don't know when we will start the other ones (all dependent on sales) I'm wondering if there is a way to get the % Complete for the whole project, not just the blocks currently in…
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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
