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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Conditional Formatting Primary Column Indention
Is there any way to indent specific rows in the primary column that meet a specific condition, like through conditional formatting? For example, WBS ID is the Primary Column. I would like to indent that row if the Activity ID is not blank. It appears that the only way to do so is manually indenting/outdenting.
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CountIF / IsDate combination
Hello I am trying to link formulas to count from a list or column all the cells that contain date and discard that which are text. But I can not get the combination of the formulas to work well. Thank you in advance.
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Formula changes without showing in Activity Log?
I have this formula: =IF(ISBLANK(Location@row), "", INDEX({Location_code_helper Range 1}, MATCH(Location@row, {Location_code_helper Range 2}, 0)) + "-" + RIGHT(Year@row, 2) + "-" + COUNTIFS(Location$1:Location@row, Location@row, Year$1:Year@row, Year@row)) It basically creates a custom identifier that uses the year and a…
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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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When will printing grouped reports be allowed?
This is a game changer for us, and we are sitting idle. We are examining other software that allows this functionality. This is critical for adapting to our changing business environments. This seems basic. I know it's not. Are there any updates? Thank you
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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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Cash Flow Forecast
Hi, Is there any way of doing a cash flow forecast/projection within Smartsheet. With most other project management software this is a built in feature. I would like to do a forecast of the monthly projected cost for the project.
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RFI / Submittals Tracking Template
Hi all! Wondering if anyone has a good RFI / submittal tracking template they are willing to share? Having trouble formulating the best tracker myself as this information flows really quickly. Thanks!
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…