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Timeline & Portfolio Visibility for Multi-Project Reporting
Hi Everyone, I’m exploring whether Smartsheet can support a portfolio-level timeline view for our leadership team. I’m aware of the Timeline feature, but I’m looking for something more flexible and consolidated. Ideally, project managers would be able to select specific milestones or key tasks to surface on a shared…
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Move data from one sheet to another without a Data Shuttle
I have my main sheet and I have a second sheet that where a Data Shuttle (staging sheet) is ran and then it filters out duplicate data. Is it possible to move the data from the staging sheet to the sheet in a way that does not require it to be exported to excel? Is a DataTable an option to upload from the staging sheet to…
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Formulas and functions for tracking delays
Hello! I would love some guidance on if there are any formulas or functions that are useful for tracking delays with a project. More specifically, our organization is hoping to track who was responsible for the initial and subsequent delays with a project. In our sheet, we have columns for: Task, Assigned To (Dropdown),…
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How to link Task Start and end Dates to another project template file using a formula
I would like to update one task in another project sheet and have it automatically update on another sheet that showcases the more detail project specifics about that installation. I have thought about using the Index and Match formulas, but that would have to hard code the date and the date would be changing.
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Automation won’t stamp “Last Changed” date when Status is formula + linked cells
Hello! I’m trying to timestamp when the value changes in a Status column I've created, but the Status column is formula-driven and its inputs are linked cells / cross-sheet references from multiple source sheets. In my Master sheet, the Status column is a formula. The fields that drive that formula are not manually edited…
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Using Forms to trigger the creation of a new Sheet
It would be valuable if Smartsheet Forms could trigger the creation of a new sheet from a predefined template or configurable sheet structure. Use case: standardising project plans In an enterprise environment, we often need to capture mandatory project setup information through a form before work begins. This ensures…
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Incremental Baselines & Dynamic Baseline Linking
Problem: Current Limitations Destructive Updates: Currently, snapping a baseline is a global action for the entire sheet. There is no way to baseline newly added scope (new tasks) without overwriting and erasing the historical variance data of the existing tasks. Manual Data Entry: Users are forced to manually copy/paste…
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Exporting Completed Forms
I have created Smartsheet forms for clients. I want to send them their completed form in a readable format annually, to double-check the information they have provided is up to date. The only way I can think to do this is to filter the intake sheet for the client I want, then export to excel. However, this is not a…
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Merged: Sharing per folder
This discussion has been merged.
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Introduction
Hi everyone, my name is Anthony Moye, and I am a Project Manager at New Mexico State University. I use Smartsheet to support sponsored projects, grants management, sponsor reporting, and multi-institutional project coordination. I am excited to connect with others using Smartsheet in higher education, research…