-
How do I check an entire column for a particular value and only display the lowest example of it?
The question title is kind of confusing, so here's what I'm looking to find out. I'm making a Project Plan sheet, and want to have a place that updates the estimated completion date based on how the project has progressed thus far. There are more columns in my sheet, but my question is only related to the ones in the…
-
Helping Users Understand How Data Flows
We've recently rolled out a PMO solution and are still in the adoption phase. One question I keep getting is how to update Project metadata (such as start/end date). I have to keep pointing people to the Intake sheet. They've been trained on this, but not all training is going to stick. Is this just a matter of repeating…
-
VLookup returns nothing for assigned to requiring multiple answers
Hi All, I am working on a project plan where I have a drop down that I can select multiple roles to assign a task to. The Vlookup references a contact list of single role, single assigned to. When using a simple vlookup formula, it will give a single answer where there is a single assigned to, but what do I do to make it…
-
PM Training
I am in search for Project Management training for the financial sector. I started with google search and decided, what better place to ask than the project managers using Smartsheet. Is there any initial training, certifications that you would recommend? Thanks!
-
Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
-
Question About “=[]#” Formula in Smartsheet Template
Hello, Our team is reviewing one of Smartsheet’s templates to manage marketing campaigns. The template includes multiple sheets, reports, and a dashboard. However, in the Plan sheet, there’s a column formula that reads: =[Campaign Name]# I’m trying to understand what this formula is doing. There isn’t a column named…
-
Request for Flexible Editing Access for Free Members on Project Plans
Hello Members, I hope you’re doing well. We’re a small team of six members with a Business License — three licensed admins and three free users — using Smartsheet to manage and track multiple project plans. As admins, we create new project plans directly in Smartsheet and import some from Microsoft Project. However, our…
-
My client, an unlicensed user is not receiving their validation code
Sorry for such a basic question, but I have looked every where and reached-out to SmartSheet support. My client, an unlicensed user is not receiving their validation code to access the smartsheet I've created as a licensed user. The code is not in their junk or spam folder. Any thoughts on how to fix this? They've followed…
-
How have you secured buy-in from other departments (business, sales, etc) to use Smartsheet?
Hello! Any tips and tricks to encourage the other departments (outside of Project Management/PPM) to use Smartsheet?
-
Task Status Update based on Previous Step Completion
I've been asked to lock the "Status" column and only allow changes to the "% Complete" field by the assigned task owners. This admittedly will limit the use of all the status' as I'm trying to develop a strategy to simply change my approach and limit the functionality options. My Status column should ideally include the…