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Add Google Doc merge to automatic document generation
It would be very helpful for our work if we could create a mapping to a Google Doc merge template, instead of a fillable PDF format, for the document generation workflow. Most of our forms are done using Smartsheet Forms, so fillable PDFs are not necessary, but we do create quite a lot of documents using the Smartsheet…
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Activity Log - Export / Download Options
When an Activity Log is downloaded, the report notes the row where the change has occurred. However, if the Sheet's rows are resorted between the time of the report download and reviewing the report, you can not determine what row the change was made on. I would suggest that the Activity Log download would have an option…
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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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Contact Lists
Hey! Currently I have multiple sheets with a contact list. For some of these contact lists, I need all current employees in the business to be on the list. However, given the current set-up I can't find a way to automate this. We have to navigate into each sheet, add and remove employees manually. Is there a way to create…
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Elapsed Days Counter - How?
Hi everyone, I'm needing to report on elapsed days for a few tasks. Anyone know how to do this? Note - this is different from the 'duration' function that already exists in the Gannt view. That is where I have a start and end date. In this example, I have a start date, but no end date quite yet. Any help is greatly…
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PREVIEW ATTACHMENTS
Is there a way to preview attachments rather than needing to download each time? It seems that this requirement has been raised for a number of years now.
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Improve Accessible Navigation in Resource Management
In the last week or so I discovered a bug in the Project Description text box that only allows the user to move the text cursor with the left and right arrow keys on the keyboard. Smartsheet support have informed me this is by design (I am quite surprised to hear this), as I understand most text boxes on websites allow for…
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File Upload to Resource Management - projects
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…
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Resource Management: Email Saved Analytics Report on a specified schedule
The reports should be able to be emailed to recipients on a specified frequency. This could be helpful for updating project stakeholders on time recorded in the last reporting period (i.e. weekly)
