-
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…
-
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…
-
Merged: Sharing per folder
This discussion has been merged.
-
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.
-
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…
-
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),…
-
Bridging the Gap Between Smartsheet and ServiceNow SPM
The challenge is that when these systems are not connected, teams often spend time manually updating both platforms. That can lead to inconsistent statuses, limited visibility, duplicate effort, and different teams working from different versions of the truth. At Work4Flow, we are exploring this challenge through a…
-
Generate Documents
I am working on a fillable PDF that gives a overview of a project, I need the committee a group of people to pick from a drop down approve, decline, or request meeting and date. Can that we a live document so when everyone answers its all in one sheet? I would like it to generate with the fillable options 1st let me make…
-
Smart Sheets has set me up with 2 different accounts and I cannot login properly
I am experiencing an issue where I seem to have two different accounts set up, and I am unable to log in properly. This is causing confusion and preventing me from accessing my Smartsheet account effectively. I need assistance in resolving this issue and consolidating or fixing the accounts so I can log in without any…
-
What Smartsheet templates are you using for clinical trial tracking?
Hey guys. Currently, I’m in clinical operations. I got a bunch of Phase II & III clinical trials in Smartsheet. We moved from Excel a few months back and still don't know the best way to set things up! The main difficulties I encounter are as follows: Tracking site activation in multiple states it's too dark Enrolling…