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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…
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Checklist population with info from another sheet
Hi team! I'm hoping one of you wise Smartsheets gurus have some guidance. I am trying to build out a "checklist" that will populate with data from another form and for the life of me I cannot figure it out! For a little more context, I work in the Mortgage industry. The documentation needed for each loan can vary,…
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Highlight Changes in Report - read the changes from Sheets
Currently highlight changes tool in report only shows changes to cells made within the report, the report doesn't read changed made within the sheets. Request is for the report to read changes made to each of the sheets the report is connected to and show the highlights on the report. This feature would allow a wide group…
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Project management template packet- Forms Included
Hello, I have generated a 'Project Management Template Packet' to be re-used by Project Managers each time they begin a new construction project. One important item we use is an RFI Form- used by field personnel to generate 'requests for information', which populate a Smartsheet used internally. This information is then…
