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Why automation copies the row 3 times instead of once?
Hi everyone! On Smartsheet, I have a source file for which I created an automation. Through this automation, the 7 rows of the source file (whose values are updated multiple times a day) are copied to another destination file. According to the automation, the copy should only occur once a day at 4:00 p.m., and the goal is…
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Merged: Embedding Images in Text Fields within Smartsheet Forms
This discussion has been merged.
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Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…
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I have a "Current Project Log" with 2024 accounts. How do I move to "2024 Log" & keep dashboards?
Hello, Due to the size of our log I can only keep 1 year's worth of data in a sheet. I have monthly and YTD metrics/dashboards that pull from the current sheet. I need to move 2024 into a new sheet to make room for 2025 projects, but I know doing this will cause issues with the dashboards. Is there a way I can do this…
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Merged: New Column Type: Time
This discussion has been merged.
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Automatic Phase from WorkBreakdown
Hello all! I'm modifying the Simple Portfolio Work Breakdown Schedule and having a little trouble. I like the way the Work Breakdown structure works but I'd really like an automatic way to track which Phase something is in. I know I could just add a column and manually select which Phase tasks and sub tasks are in, but I'm…
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How can I use a calculated duration that uses my own formula?
I want to use my own formula to calculate duration. I've added a Calculated Duration column, but I can't select that column in my project settings. What governs what column you can select for your duration column?
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Assignee reporting for all tasks during specific date ranges
I have been trying to create a report that shows all the tasks my team have on each week. I found some guidance in a community post about setting filters based on the start and end date. However I have found this doesn’t provide quite what I need so I was wondering if someone might be able to help me. Basically, I want to…
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More Gantt Timeline Display Options
Due to limited screen space, I find the available Timeline Display options either far too dense to be useful, or too expansive. I propose: more Zoom settings. my issue is really that the zoom settings correspond to the heading incremements. my usability issue would be mostly resolved with more zoom level granularity. more…
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Merged: "Include Parent Rows" option available in Reports --- Similar to Sheet Filters
This discussion has been merged.