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Help with using the PMO template to Manage an IT projects
Hello, I have a digital transformation plan that is set to span 3 years. I want to use the PMO template to setup an environment to manage plan. An IT PMO workspace of sort. I have a number of questions on best practices, managing projects sheets among other questions on how to setup the 7 domain projects that has other…
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Enable Financial Summaries in Dynamic Views
We use Smartsheet predominantly for roadmaps, annual budget planning, and portfolio reporting. The functionality of Dynamic View would solve issues related to easily sharing sheets, specific rows/projects without sharing the underlying sheet, but we are forced to give a large number of users Editor rights to our Intake…
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Be able to hind the dynamic view title so you can use the dashboard titles
Be able to hind the dynamic view title so you can use the dashboard titles. Currently the name you give the Dynamic view always shows on a dashboard. This causes problems in administring the dynamic views and in displaying to clients. We would like to hide title like we do with the other objects in smartsheet.
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Past 3 months info graph in a dashboard
Hello, I am looking to project an automated graph that shows the past 6 months in a dashboard. I have a sheet that has a date column with information from the past two years. Also, three different descriptions "Expedited", "Redo", and "Expedited and Redo". I used this formula to get the date from the past 6 months as a…
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Dynamic view filters not visible to colleagues
I recently created a dynamic view of a report. The report was created because I wanted to make only specific items filtered into the report that we wanted to focus on. In this dynamic view, I have filters by different groups. The dynamic view has other colleagues who are listed as admin on the sharing page. However, when…
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Dynamic View filter
I am revising a column in my source sheet. It has a dropdown window where I am adding more keywords. However, when I go to the dynamic view filters to search, the newly added keywords do not appear. Is there a limit as to how many items will show in a dynamic view filter dropdown menu?
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Board View Report Without Giving Users Access to Sheet
We have a Smartsheet form where users can request a certificate of insurance. Their email address is recorded in a contact field. I've created a report that filters the contact field to the current user. We'd like for them to be able to see the report in board view, but only for their requests, and do not want to give them…
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How can I make a timeline widget respect the structure and order of my plan instead of sorting items alphabetically?
Hello, How can I make a timeline widget respect the structure and order of my plan instead of sorting items alphabetically? I’ve already tried using filters, but when I apply them, the items are still automatically sorted alphabetically or by date. Thank you in advance.