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Confused by users and resources
I'm pretty new to SS, which I've been added to by my project's owner as their preferred tool. We have set up a high-level schedule with gantt chart to get a top-level idea on estimates. I've assigned tasks to people (adding them as needed) and got a pretty gantt with a critical path, but have no idea how utilised each…
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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…
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Reports Overwriting data in Sheet
I have a sheet that I use for collating data of time taken on a particular works order. To compete a works order, it requires 3 seperate workstations. However, I have set up 3 seperate reports, linked to the one sheet, for data input. The issue I have is that if two workstations both enter data at the same time, and one…
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Tracking Time (Tasks)
Greetings, Looking into the prospect of getting my engineers to enter time spent against tasks in addition to 'guessing' and their percentage of completion. It seems the threads here are all a couple years' old or more - wondering if there's any advancements in this arena recently. Regards, jc
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Budget Sheet YTD Sum formula help
I'm building a sheet for a department who wants to track monthly revenue/expenses and have those numbers roll into YTD columns. (moving them into Smartsheets and out of Excel) Each month has 2 columns Actual & Budget, i want to set up a formula so when numbers are entered into respective monthly cells the YTD cell…
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Master Schedule
We have a a master sales information sheet that imports from our sales software and then links out to individual client sheets. Each of the the client sheets links to the previous job via cell linking and predecessors, We then have a portal that includes a gantt view of a report that we look at for scheduling - see…
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Auto Linking Data between sheets
I'm new to smartsheet so sorry for the newbie question. I have a change request log sheet that captures our change request approval process and I would like to "publish" and approved change to a smartsheet calendar. Is there a way to do this? The data I'd like to publish would be a subset of the data in the change request…
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Linking upcoming dates from sub sheet to the master sheet
My company has a master sheet connected to all the different project sheets. Is it possible to have the next due dates listed in the project sheets automated to update on the master sheet? Currently, we're just doing this manually and it is a pain for us to constantly look at the sheets.
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"The source data for this chart has changed" - Charts with Zero Values
Hello. I have noticed that charts within a dashboard do not display and throw up a message: "The source data for this chart has changed" when they are pointed at sheets or reports where the value is zero / 0. This is problematic for me since I have created a dashboard for a template set of sheets and reports, and…
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Looking for Smartsheet Consulting Expertise - Charlotte NC or Atlanta GA
We are looking for a Smartsheet freelancer that can help develop additional reports and dashboards. Prefer local to Charlotte NC but open to telecommuting.
