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Integrate with Bank Feed
Can I integrate a sheet with my bank (Lloyds) to automatically download new statement lines every 30 mins or so. I have to login to my bank and copy the data across all the time and would like to automate it if possible.
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Master Sheet with Subprojects Inside
Hi! I am trying to create a Master Project sheet that would include subprojects inside of the same sheet. Basically so I can track the dates and overlapping of tasks in the subprojects. Is this something that Smartsheets can do? I know I can do it in MS Project and just add each subproject as it's own task in a master…
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For project status and risk dashboards - what are your favorite ways to use SmartSheet with Excel?
Hi all, I've reviewed some of the threads on the community here about limitations with Smartsheet not being able to export Harvey Balls or other images into Excel. These icons are extremely useful for risk dashboards and the like. When we registered for SmartSheet, I was hoping to be able to export these things, but it…
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Help! Percent Complete not calculating
I have a project plan that was sent to me in a Excel spreadsheet that I'm trying to import into Smartsheet; after some trial and error, I've fixed up the fields but even with duration, start, end date and predeccesors enabled, I cannot get the % complete column to populate.…
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Workflow utilizing data uploader and a template
So here at my company, we have a project template. This template contains many setting, functions, workflows and conditional formats that help organize our information. We currently generate an excel template similar to the one in smartsheets then copy paste into our template. My question is regarding the best way to get…
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Documents not uploading or downloading
Hi All Is anyone else having an issue with uploading or downloading documents to/from their sheets? It is nearly crippling me here as i'm losing important documents as it appears to have uploaded and then it just disappears or won't upload at all. when i click to download, i have to try 2-3 times before the document…
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Error when trying to export reports into excel
I am running into an error when I try to export a report in grid format. Is there a known bug?
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Data Loader Expression Input value
I am receiving a MS project file in an excel format and trying to load into a Project sheet in Smartsheet. I have a WBS column and from the WBS column by counting the dots I want to determine the level. The formula works fine in a sheet but when I write the formula on the expression input value as =LEN(WBS) -…
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Ultipro to Smartsheet
I'm pretty new to Smartsheet and trying to figure out a new workflow. Currently all new job postings and job applications are captured in Ultipro. There is currently no integration between Ultipro and Smartsheet, what would my options be to move candidate data from Ultipro to Smartsheet so I can start building a candidate…
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Exporting Red Yellow Green status to Excel (not using words)
When exporting a sheet that uses status symbols (such as the RYG status balls) to Excel, the symbols/graphics do not convert, only the words. How can I change this on the Excel document?
