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=SUMIF Month-to-Month
I am trying to create a graph for a Dashboard that will display the total amount of approved $$ within each month and total amount of denied $$ within each month. I will also need a rolling YTD total. So far this is what I have for the formula: =SUMIFS({RSA Form Range 2}, {RSA Form Range 9}, "Green", {RSA Form Range 3},…
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Calculating a minimum payment figure using a formula or function
Hello, I'm hoping someone may be able to help me with something that probably seems quite obvious or basic however, my knowledge on formulas or functions within Smartsheet is not advanced, so I apologise in advance! I'm trying to get my finances in order and thought I'd use Smartsheet to plan this. I've done a screen shot…
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Plotting cost over time
Hi- I am trying to either graphically or with subtotals display cost over time as aggregated preferably by month, but also want to consider by week. I am easily able to plot cost for items that begin or end in a calendar month, but not for items that span months. I am pretty sure each cost would need to be broken down into…
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Local Government Uses
I am a Mayor of the city in Washington. We are looking at Smartsheet to add as a project management tool for staff. I am interested in how other local governments are using Smartsheet? Specific areas of interest are Capital Projects, Human Resources (Performance Reviews?), Permit Tracking, and Finance. Brett
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Access Security for Forms
Does anyone know if there's a way to limit form access to a specific person or group of people. Or, is there something in the works at Smartsheet to address this? Looks like there is currently two options. * Anyone * Anyone with a Smartsheet login I use Smartsheet forms to submit project tasks (not too confidential) and…
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Adding resources cost
Hi all, I'm fairly new to smartsheet, and i wanted to know how do i use the "bill rate", ca I change it? How can I access it? I think this is the solution for my issue which is i want to add the costs to my resources and I couldn't find the best practices for that. Would love to hear any tips and recommendation. Thanks,…
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Incremental Budget Forecasting based on Monthly Due Date Percentages
In excel, we have two sheets: Sheet 1 - A percentage breakdown per country based on historical data for each Month prior or after the Due Date month. Zero = Month Due Date. -1 = the Month prior to the Due Date Month, etc. Sheet 2 - For Country, Due Date and Projected Total Spend, we calculate (via formulas) the Current…
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changing email address in contact list (web formular)
Hi everybody, I use a contact list in a web formular. Unfortunately, it is not possible to write a new email address into the drop down list which is not yet included in the list. It simply disappears after writing it + Enter. Is there a way to do so? greetings Joerg
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Automated update request not working
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work. Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in the sheet you can see that there's an update requested). Can you please help? Thanks…
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Automatically add formula to new row & apply @row to look at row above
I have my cashflow forecast on Smartsheet, and i have a formula which looks at the balance on the row above to apply the balance for the current row as follows =BALANCE1350 + [in's]1351 - [out's]@row. When i shift the row up or down within the sheet, it keeps looking the the balance original balance on the row that was…
