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How to calculate parent-level values in multiple columns (not just % Completed)?
Hi, In my project sheet, only the % Completed column rolls up automatically using parent/child logic. That works fine. But I want to do something similar in other columns, like: Variance from Baseline (%) Weighted Variance Planned Progress (%) These are all calculated row by row, but I want to show an accurate value at the…
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Customizable view options in Smartsheet Card View
I think it would be useful to be able to customize the Card view in Smartsheet grids and reports to include additional view options, such as by date or other custom columns, instead of being limited to the default options like "status", "schedule health", or only being able to view by columns that are dropdowns or symbols.…
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Different way to track health
I have a project without a set end date and am being monitored on if I am getting it closer to completion by the % complete field, how can I make a formula that tracks health based on that forward progression so that if my % complete goes up it stays green but if it stays the same for three days it goes to yellow and if it…
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Merged: Outlook Add-In
This discussion has been merged.
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Best Way to Facilitate Task Hand-Off to Different Assignees
I've been trying to build out a solid "template" of sorts to help manage numerous tasks/subtasks for similar but different projects. Each row contains a parent task or a child task (subtask). Many of these tasks change hands throughout the process of the project as it evolves toward completion. As one example, Assignee A…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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Way to calculate parent row % Complete in other columns (like % Complete) for SPI.
We have a Planned Value column that is based on Start and End dates and a SPI column that is based on Planned Value and % Complete. Our Planned Value column is used to show what the task % Complete SHOULD be for the project where the % Complete is what the ACTUAL % Complete for the project is. The SPI uses %…
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Rolling Negative Status Up Hierarchy from Children
Hello, I am working to streamline my project timelines for quicker daily tracking. I currently have a formula based on the task completion % and end date that gives a status and conditional formatting for the negative statuses: "At Risk" & "Late". It works great at the lowest level, but I am running into issues where I…
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Do Not Email Notify Triggering User from Workflow Automation (PMO)
How can I stop my automations from copying the triggering user via email? The automation itself works great for letting the inteded person know they've had a task row assigned to them via email - but the triggering user does not want to be copied on said notification. I've searched the community for answers - I've been…
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[Upcoming] Smartsheet Webinar for Project Managers, Marketers & Client Services
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