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Report Builder and Sheet Summary Report - Auto add new sheets
I successfully use the Sheet Summary Report - however, when I deploy a new Workspace, I must manually go back to the Report Builder and add the sheets that I want included in the Sheet Summary Report. Ideally, a Sheet Summary Report would look through ALL sheets, given my chosen criteria and return the results I'm looking…
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Duration Vs Project Days
I have a project where the planned tasks are spread over several weeks, see attached. How is the summary % complete total calculated? Can I relate to %complete against project days? Regards Steve
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Stuck trying to rollup with index, vlookup, and match
Hey folks, any idea how to pull this information onto another sheet horizontally? Basically, I am trying to consolidate some project information as seen in the "Source" screenshot. This particular sheet has the status for multiple items for the same project, but lists the same project on multiple rows. You can see this in…
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Index Match Values Based on Certain Parent Rows
First, awesome community! I've been looking all over for a solution to my problem, but cannot find anything that would translate to my situation. Hopefully I make some sort of sense describing my issue. Brief: I work for a construction company that specializes in high rise construction. For my department, I'm tracking…
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If and across sheets.
I am trying to write a formula that looks on another sheets row for an employee # and for a task code and then return the proficiency level linked to that task code. For further info I will try to explain my thinking. A trainer submits a form stating the employee #, SOP, and Competency level, to a sheet called "Training…
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Show Conditional Formatting/Cell format on Automated Alerts
I have built an automated alert that determines which columns to include from a large Smartsheet which uses the max 200 columns based on a number of parameters held within certain rows on the sheet. This works well. However the issue I have is that I have conditional formatting contained within certain columns in the…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Filters for Smartsheet Documents
Hi all, I am looking to add filters for Smartsheet documents. I am relatively new with Smartsheet and have been tasked with creating some documents and reports. We are attempting to model one of our documents after the picture attached (the first one). Here is a synopsis of several goals we are working on: 1.) One of our…
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auto completion date
Hello, fairly new to Smartsheet and I have a question. We have a sheet for PO requests and one of the columns is for "Status" , it has several options from a drop down menu. What I would like is for our "Completion Date" column to automatically show the date when a status is changed to "Complete". I don't care about any…
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Best Formula
I have a construction schedule with start and finish dates. I want the check boxes for the at risk column to automatically check off if the project is late starting or late finishing. Can anyone help me craft the appropriate formula for this? Is there a good formula for this? I was thinking it would be an if then formula…