-
Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
-
Add field to timeline
Hi, when using a gantt the timeline normally expands between the columns "Start" and "Finish". Now, I have a third and fourth column which I would want to be on the same time line, but not as one long marking. The time period between "Start" and "Finish" should be marked, but then it should be a space until the third date,…
-
Still no versioning?
Hi, I'm a new user to smartsheet and was considering going for the business license, however, I noticed a pretty big flaw in SmartSheet 4 days in. SmartSheet has no way of reverting changes. One of my team members accidentally deleted 59 rows worth of data, and had no way of getting it back. I found that SmartSheet doesn't…
-
Dates - Gantt Chart
I'm building out a plan with tasks and dependencies and want the dates to populate based off a vlookup. For example, If "Sprint 12" is selected then the proper start date is set in the Sprint Start Date column...which I am doing now with =VLOOKUP([Sprint Start]4, $[Sprint Start]$123:$[Sprint End Date]$136, 3, false). The…
-
formula for the %completion in parent
Hi All, I am trying to replicate the %completion formula in googlesheets in order to understand the value of a project based completion of the various subtasks. Does smartsheets have this ability inherently? The project guys always think they are further along on the project than they actually are and this is artificially…
-
Critical Path Task w/o Critical Path Predecessor - Is this even possible?
I was reviewing the critical path of a project last week and saw something odd. Perhaps I'm mistaken, but I believe I saw a critical path task that had no critical-path predecessors. Is that even possible? The image below shows how I have a task in red color within the gantt, but no red lines leading to it. (I checked -…
-
Charts
Hi Guys, Literally just started on Smartsheets, I have created a RAID Log template and was hoping to create a dashboard that would complement my log. Unfortunately every time I try to fill in the data the system tells me my data is invalid. Could you help me how to make this DATA fit in some sort of chart. I know this is…
-
Gantt Chart Start & Finsh dates Change
If my Start or Finsh date changes from the orginal schedule how can we show the progress or delay in the schedule. Currently I'm re-entering the Start or Finish date. So I'm lossing the orginal to show us any gains or losses. I do not want to loss the predecessors link to the task.
-
Auto-send PDF Gantt chart of project schedule
We want to be able to auto-send a PDF of projects to our clients on a weekly basis. Can we do this somehow? I know we could share a report for them to view at their own convenience, however, we can't be sure that they will log on to view it regularly which is necessary. to make it easier for them, we would like the option…
-
Allocation meeple appearing without any concurrent task
Hi, I got a mysterious meeple over-allocation icon that I have check numerous times did not any have a concurrent task. As I interpret the allocation icon, it means I am doing many task as the same time on which numerous occasion I can clear it by changing the schedule or dividing the task to subtask or phases with…
