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Project Planning: Percentage Complete from Dates
Hello I'm currently using Smartsheet for project planning. I want a forecasted percentage complete on progress to date from baseline start to baseline finish. Can anyone help please? Thanks in advance! :)
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Improving wayfinding/navigation
Currently wayfinding in smartsheet is quite clunky, as via File > Properties is the only way find where we are located, or to jump to another place in the folder hierarchy. It would be great to have these breadcrumbs surfaced on every page in smartsheet.
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Create a backlog item when status changes in a form?
I created an intake request form and it has a status field that on submission is set to Submitted as default. A email is triggered to the team that a new intake was submitted. The process then requires someone on the team to review it and set up a discovery session. Is it possible when the status changes from Submitted to…
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Attachments (PDFs) opening in web browser, not default PDF reader - how to change preference
Our attachments in Smartsheet which are usually always PDFs, used to open in my default PDF app - I have just upgraded computers and now PDFs open in my web browser?! Which I don't want. How do I change the preference to open these attachments in the PDF reader of my choice?
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Form entry/Copy row automation/Row location
Hello all! I am really hoping this is something easy I am just overlooking. The sheet above has a form. When the form is completed the row of information does not populate in the first available row, but a random row typically 25+. The sheet above had the first row populate at 49 and the automation from this sheet to…
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Is there a way to use automation across grids?
We're using Smartsheet to track project requests. I'm working to build "personas" to show the type of projects coming in based on the requestors job function. Is there a way I could use automation to add data from another sheet so that once we receive a request the automation can reference the requestor's job function and…
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Indent using a non-US keyboard
I'm using a keyboard where '[' and ']' are found using "Alt GR + 8", "Alt Gr + 9". How do I indent using the keyboard? "Ctrl + Alt Gr + 9" does not work. I have also tried using Ctrl + M as proposed in another thread. Thanks Lars Bo Wassini
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Switch Formula
Hello, I have recently integrated a project plan from MS plan to Smartsheet's however I can't seem to get the auto RAG Switch function working working as it was in Project Plan. This is the formula I used. Can anyone please help :) Switch( ([% Complete] = 100), "C", ([Baseline Finish] < Now()), "R", ([Finish] > [Baseline…
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IF Function
Hi, I want a formula to report if the Actual Start date is greater than the Baseline start then put the tick and cross symbol. The formula works however even when there is no actual start date entered it will still populate. I need a condition for if it is blank then no symbol appears. Can anyone please help me out? :)…
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Sort feature using multiple columns
I have a project management sheet programmed with predecessors. Sometimes I need to add line items via web forms or "copy to" automation feature. Weh I add these lines, I need the new row to sort into place with the other dates (see images) Image 1 - Sort order of operations - SITE NAME first, START DATE second Image 2 -…