-
Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
-
What's best practice for managing multiple variations for a date?
I'm working on a sheet where we need to capture several variations for each of 3 date columns (e.g., Drafted Date, Reviewed Date, Approved Date, etc.). For each of those dates, I need to capture the baseline, best case, worst case, current estimate, and actual. As you can imagine, it's a bit unwieldy visually and a little…
-
UTC Date Fix - Response Required
I've not been active on this site over the past 2 weeks or more, simply because I'm becoming increasingly frustrated with the limitations I'm faced with because of bugs, oversights and a lack of fundamental features. Primary for me is a fix to the UTC Server vs Local date issue. I've spent time trying to get around it with…
-
Inactivate a task
Is there a way to make a task or group of tasks inactive in a project plan? In Microsoft Project there's a function called Inactivate that's used after you select tasks that you want to make inactive. Doing this does not affect resource availability, the project schedule, or how other tasks are scheduled. I know this…
-
Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
-
Formula Functionality: RYGB Status Change Based on Date
Hello! I have reviewed Smartsheet Discussions quite a bit, but this is my first post. I am trying to correct a formula I made to change RYGB statuses. Currently the status correctly changes based on the following: Blue if a Date Resolved is entered. Green if the # of calendar days is > or = to 15 days. Yellow if the # of…
-
Smartsheet Calendar - Removing Completed Tasks from the View
Hello, I have been investigating the capabilities of Smartsheet Calendar and was most interested in how to use it to track multiple projects through a Smartsheet Report. The report I've created pulls from several projects, all containing a "Completed" column with checkboxes to mark status for tasks. In setting up a…
-
RYGG ball and task status formula based on % complete and due date
Hello! I am working on a column formula for a project plan where the RYGG ball and Task Status will automatically be updated based on the % complete and the due date. What I'm trying to solve for is: if % complete = 0 and start date is today or in the future, then stage is grey and status is "not started" if % complete =…
-
Shortcut & Hyperlink accessible to Non Smartsheet users
Creating Dashboard, Sheet to centralized all links to other sheet in a Workspace. I need non Smartsheet user to easily navigate from sheet to sheet to collect data from them. My tasks: Creating Workspace out of a template. Publish sheet Insert hyperlink to freshly created sheet/Dashboard Share Master sheet to non…
-
Include predecessor references with copy to another sheet
Sorry if this is already in the forum. I searched and did not see it submitted as an idea. It only comes up in other discussions. Issue: When using copy to another sheet, the rows do not maintain their predecessor references. Use Case: We utilize Control Center to provision our projects from a standard "PROJECT TEMPLATE".…