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Show error message when i need to upgrade the plan
Show error message when i need to upgrade the plan
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Tracking for a Bill of Materials (BOM)
We are a wholesale distributor and are looking for a way we can track multiple (10-20) construction projects in one workspace. In each project, there is project header information that needs to be statused and tracked, and a bill of materials that we need to upload via CSV to the project. This BOM material includes…
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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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…
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When Smartsheet is down
Hey all! Just coming to the community board to see what options are out there or what others have done. I know today we have experienced a downtime with Smartsheet. Has anyone come up with a downtime procedure for times like this when it's down for longer than an hour? I am just trying to see what options are out there. I…
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Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
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Smartsheet Help
Hi Smartsheet community! I am looking for guidance on best approach to create an individual tactical plan w/ embedded milestones and general timeline that rolls up into a Team tactical plan w/ milestones/timeline. Hoping for functionality where individuals are notified a milestone dates and progress to goal is tracked at…
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Reminder Date Column
I want to take a smart sheet and have a reminder date column. East task that I have I want it to calculate off the duration to give me a reminder to do the task. Ex: Send pricing → Nov 1 of the year before the class Send brochure → 6 months before class date Check website for class → 90 days before class date Check in for…
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Why are my durations not calculating correctly, and how can I adjust this?
I'm working through a rather complicated column formula and ran into something that seems to be native to SmartSheet. It appears to be rather minor, but is throwing the whole thing off for me. If you look at the first row that has dates in it, for example, you'll see that the row starts on the 1st and lasts 10 working…
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AI integration of Smartsheets
Hi all new here to the community, I had a question around brining AI into our Smartsheet platform, managing portfolio of over 1400 projects. Anyone suggest a good place to start?