-
Row and Sum calculations for Capacity Management
So, until we get 10k feet, I am trying to figure out how much of our team's capacity is spent on projects or operations work. In the sample below, I'd like to know how much time teams and sub teams spend on Projects, Operations, Enhancements, and Admin. There may be muliple project, operations, or enhancement rows. I'm…
-
Audit Compliance and Security Smartsheet
I'm looking for the smartsheet template that was shown in the Audit, Compliance & Security Solution Guide. The guide links to a site that no longer works - I was hoping to locate the template for the pre-audit checklist on page 5 and the project plan on page 6. Does anyone have a similar template to share? I'm starting…
-
Basic RAG Calculation formula based off completion % in project schedule
Hello All, I would like to know if anyone knows how to set up a basic RAG formula based on completion % and the schedule date. Custom criteria would be as follows: If % Complete = 100, return Blue If it's not scheduled to start yet, return Clear/Grey If past the scheduled finish date and % complete is less than 100%,…
-
Change Management: Multiple projects > Consolidate into one
Hi there, I have multiple change projects to track within the general IT PMO along with other non-change projects. My goal is to consolidate them and list them underneath the 'change' category and so I'm trying to figure out the best way to organize them without listing them all out and clogging the other non-change…
-
I.T. Project Management workflow process
Hello, I am new to Smartsheet and have seen nearly all of the training videos, I work in I.T. Cybersecurity and wanted to get your opinion on how to create a Smartsheet(s) for looking at installation, failures, dates, etc. for I.T. disk drives. I have information on an excel sheet that was provided & an initial Smartsheet…
-
Adding "mailto: " feature/ widget to Smartsheet dashboard as a functionality
Hi, I have a request to make to Smartsheet Support group, and I am sure a lot of Community users would resonate with me, for this feature! Adding "mailto: " feature as a feature to dashboard widgets. We know that there are a lot of sites that offers URL shortened such as https://is.gd/ and https://bitly.com/ . But how safe…
-
Formatting when exporting to pdf
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren
-
Microstrategy
Hi all, I searched and I didn't find anything for this so I am hoping I did not just miss this. We are trying to tie our data into Microstrategy for more visualization options. We are using the Live Data Connector. Has anyone been able to successfully integrate Smartsheet and Microstrategy? If so, I'd like to speak with…
-
Automated Workflow Not Working
I set up a simple workflow. Once someone writes their initials in a column, it should move the row to another sheet. Except it is not moving the row to the other sheet. But when I look at the activity logs from both sheets, it says that a row has been moved from the source sheet and the destination sheet says a row has…
-
Parent Formula to display modified child status
I am looking for a Parent / Child formula to capture a status change (R / Y / G). The Parent status will change based on the Child status Change. For example: If I change the status of "Software" to Red (R) in the child row, it should change the Parent status to Red. The parent row captures any child row that changes from…
