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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
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Resource Management Question
Hello, Using the PMO SmartSheet template, I have created a PMO to organize all of our Information Technology projects. It is working well and rolling up to the Portfolio Level. What I am struggling with and need advise on is my IT team has a lot of little projects that they can complete in 1-2 weeks and usually requires…
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Printing a dashboard
I have a Dashboard/Portal that I'm using to display reports that (at this time) collectively take about 2-3 screens to page through. This components of the dashboard change many times daily, so we want to be able to take a daily snapshot to maintain as a running status (and send it out by email). However, roughly one-third…
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Reporting Earned Value vs Planned Value for SPI Metrics
Good afternoon everyone, I'm new to the SmartSheet community, but my company and I have been integrating SS into our PM work processes for about 1.5 years. We're a VOSB DOD contractor, and we use SS to create simple project schedules that include start/end dates, duration, dependencies, and % complete. We do not resource…
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IP Whitelisting to Restrict User Access
Is there an option to submit an IP Whitelist in order to restrict user access to our Corp Smartsheet account? I work with a Bank and almost all applications and data are highly restricted with user access limited to only the bank's systems. I am curious if there are options to limit Smartsheet access via an IP Whitelist to…
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Connecting to Amazon QuickSight
Hello, we currently utilize amazon QuickSight to build automated dashboards from other websites. Would it be possible to connect the data collected on Smartsheet to build automated dashboards on QuickSight?
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WEEKNUMBER and WEEKDAY
I've built a Smartsheet (with some help from the ProDesk) that assigns a task to a contact based on the date/time of a request. The sheet looks at the date stamp on the request then references another sheet (using WEEKNUMBER and WEEKDAY) to see who's "on duty" at that time. That contact's name is pulled into an "Assigned"…
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Need Formula help!
I need a formula that will do the following: When the Date in WKU column has past place the latest NewPromiseDate from the AllPromiseDates column in the cell.
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Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
