-
Conditional search and return
My "Start" column has dates for each row; the "Primary" column has ~20 unique values and the sheet has ~80 rows with no parent rows; the "Task" column is mostly unique in each row instance. I am trying to return the minimum "Start" value to an "Order" column based on some keywords in the "Task" column for every unique…
-
Formula for RYG for Project Schedule Status
We were able to create a formula for Green and Red status but have not figured out how we can automatically set the project status to YELLOW. Normally if an activity(s) are slipping that affects the critical path the project should be in a YELLOW state so a return to green plan can be worked on. So what I'm looking for is…
-
Rolling up multiple projects onto a dashboard
Is there a way to roll up the critical pathways and key milestones for multiple projects / smartsheets into one dashboard?
-
Smartsheet - Procore & Cyberco Sync
We just started creating schedules in Smartsheet and are trying to sync them to Procore via Cyberco and running into issues. Cyberco's site is vague with little in ways support material. Would love to hear some experiences / input on this subject.
-
Report builder - Collapse and Expand Rows
Hi, Is there a way to expand and collapse rows in the report builder just like the functionality that the sheets have? I want to be able to display in my project dashboard the same view that from the project sheet but unable to do so because I need to create it in the report builder first so I could display it in my…
-
Generic timeline on Gantt chart
I'm trying to put together a Gantt chart with a generic timeline (i.e., Month 1, Month 2; Week 1, Week 2, etc.) rather than actual dates. Is there any way to do this in Smartsheet?
-
How to add phases (or use sub projects)
In MS Project I often used subprojects and could easily reference them in one row of the WBS. So, I looked for instructions on how to do this and the most relevant hit suggested that "phases" be used. However, the help instructions are either wrong or I am not interpreting them correctly. The instructions say to add a…
-
Formula for project status based on where a project is at
How would I write a formula to automatically populate a status column with red, yellow, or green based on where the project is at? In the screen shot below the Implement Asset Works is on-track because the gantt bar is filled in to the dotted line. The Implement Salesforce is behind schedule since the gantt bar is only…
-
Version Control of Project Plans/Sheets?
Hello, I am wondering if there is a way in Smartsheet to version control the sheets. Basically, we are using each sheet as an individual project plan. However, as projects progress, the plan will (usually) slip and/or have to be updated, so we need to amend it. Since there seems to be no way in Smartsheet to baseline the…
-
Percent Rollup Working Inconsistently
We are tracking Open Enrollment for several clients in two major categories - MED and FLEX - with tasks necessary for each. In the screenshot, the percentage for the client at the top is rolling up, but the the bottom is not. Is this because the first item has a duration of ZERO? I would still think marking it as 100%…