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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 — 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 free members are currently…
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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…
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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!
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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?
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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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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…
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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…
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Ideas on how to manage high volume, bundled update requests?
Hey Folks, I manage a later sheet where we will be rolling out regular Update Requests. These requests are grouped by Lead by Project. This means that when a request is triggered, some individuals may have 10+ project rows requesting an update. The issue: When these are triggered at the same time, they become bundled into…
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Columns Moving Automatically
Has anyone had any issues with column headers moving around the sheet automatically. I have multiple sheets referencing each other using vlookups to report back and also to use tools I have created. Therefore the location of certain columns are highly critical to my companies daily workflows. I have already confirmed that…
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From End Date Calculate Start Date
a date function that start with the "due" date(end date) and total hours to calculate the start date