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Creating a Purchase order spreadsheet
Wondering what template might be the best way to create and share a purchase order system for our construction projects. I want to add links, pictures, pricing quantities etc. Can anyone help with this
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Reporting Issue - Not pulling data from a Baseline Schedule
Hi - I have been using reports for a few months and just recently created a few Baseline reports to monitor Project Schedule changes. I have followed the SMARTSHEET method of creating the baseline and creating the report. My issue is that the report will not draw from the baseline schedule. I tried just by itself and no…
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Gantt rollup for multiple projects
We are trying to rollup multiple project sheets that have tied in metrics. The gantt view is not allowing us to have the dependency arrows on our rollup. Do you have any suggestions how to create this? We have multiple tasks on our project sheets that have dependencies but our phases do not. I tried copying the dependency…
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Can I sort entries in Card View?
I have a task list organized in Card View, with conditional formatting to highlight critical tasks. Can I sort them in Card View to list the ciritical items first? Thanks, William
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LOOKUP Formula based on result between date range
Hello, I've tried to create a LOOKUP formula that will provide the "Approved Value" if the "Date Certified" calls between the period stipulated in "Period Start" and "Period End," without much success. Based on the screen-grab, only two values should be returned if the formula is successful. (I've manually entered these to…
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Alert when adding a new row
Hi, We have a sheet where we keep track of current statuses of our clients and this act as a mini project management tool for our clients. Each client is in a row and the stages are indented underneath. We would like to create an alert to notify specific persons everytime a new client is added, and this we have done it by…
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Recurrent Reminder for anniversaries and Birthdays - old dates
Hi there, I set up a spreadsheet with all our employees' details. Now I need to set up recurrent reminders for Date of Births and Anniversaries, but obviously, being old dates they are not considered. Is there any way where this can be done? Thanks
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Number and Fraction Format
We currently use a considerable number of sheets that need numbers to read as fractions. (Construction/Exhibit Industry for dimensions) Unfortunately, if you type out a number as a fraction it cannot be used in formula. Excel can translate easily between decimal and fractional display with cell formatting. Will there be a…
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Automation
I have a sheet which has all of the training details of people who work for us. Previously I have set an action every week to email people whose certificates have expired to remind them to send me their new certificates. I want to use the new automation function to do this for me, however I can't see how to trigger it...?!…
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Count Number of Open Items in the Last Month by Day
I am trying to make a chart showing the number of open items each day in the last month. In the last month will be flexible so this will be a item that autopopulates the chart as the month goes on. I have a column for the formula =TODAY(-1), =TODAY(-2), etc. to populate the dates for the last 30 days. I have a "received"…