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Populate Date Column Based on Primary Date Column (taking into consideration workdays)
I am attempting to automatically populate a date column when a "due date" column is filled out. The dependent date column would always be a date 3 working days after the due date unless manually changed. I have been scouring dependency columns and if then statements but I can't seem to figure out something that seems like…
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Any way to import / paste indented primary column?
Hi all, We often import BOM data from CAD systems to create a working BOM. We would like to import or paste the indented structure into SS and end up with the same indented structure in SS without going through it row by row. Is there formatting we can attach to the import that SS will regognize and indent as desired?…
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Sales Pipeline Sheet information links to Project management sheet upon status change
Our company tracks sales opportunities and basic project management using Google Sheets. We would like to move this function to Smartsheets. Our basic process: (We design, fabricate and install elevator interiors) A new sales opportunity is logged into a googel sheet and given a status of "Bidding". We also input several…
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Emailing Sights
I can't seem to find a way to send a Sight as an attachment like you can with reports, is this possible? I need to be able to send sights on a regular basis. This feature would be so much better than having to take a screen shot and attaching it to an email.
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LOOKUP & MATCH together
Hi everyone, I use a VLOOKUP and MATCH function in Excel to find the intersection of vertical and horizontal values (intersection of a matrix / table). I can't seem to get this working in Smartsheet and need some help. For example if I have Likelyhood = Likely and Impact = Moderate then I want the Criticality to return the…
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Due Date is Past Due - Checkbox
I'm trying to write a formula that will "check" the checkbox if the Adj End Date is Past Due and the % complete is not 100%) I started with just the Adj End Date portion and have not added the percent complete to the formula. This isn't working... =(IF(TODAY() > [Adj End Date]5,TRUE,FALSE) I then want to do conditional…
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Master sheets - why sheets and not reports?
New to SS. Setting up many project sheets and then want the high level info pulled together onto a master sheet. Videos I've watched say to create a master sheet and link data in from project sheets. Project management webinar I watched has a company that designs/fabricates/installs 10,000 signs per year (complicated…
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Consolidated Update Requests
When we first had access to Smartsheet, we were able to view all of our update requests on one screen. Did that go away or am I just missing it. Is there any other way to consolidate that information?
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Collaborator not receiving all alert emails
One of my teammates is signed up for two alert email notifications. He only receives one and not the other. We checked his junk mail to confirm it hasn't been going there and he has logged into smartsheet several times. I am stumped on how to solve this issue! He needs to get these emails!
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
