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Recomendations on templates for project portfolio with dashboard
Hi, I am new to smartsheets and have been tasked to build a project portfolio (list of projects for each team with status, dates, notes) and then create a dashboard view. Can anyone recommend a template to build this quick and easy? We did have a consultant build a solution for us years ago but it did not work properly; so…
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Adding additional rows to PMO a Project Metadata Sheet + Project Category ideas
Hello! Has anyone ever added multiple Project ID rows to a PMO Project Metadata sheet? Each one of our projects will have 7 component ('project') plans so I would like to have those included on the project metadata sheet. I did a test and added each component to the Intake sheet and then copied/pasted the first row on the…
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Project template sets - weighing options
Hello, all! What's the benefit in using the PMO template set over the Project Tracking & Rollup set or the Construction & Facilities/Multi Project set? In looking at each, and playing around with the PMO set, it seems like it might be more robust than what we need. We have multiple clients, some with multiple projects.…
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Merged: Sheet Name URL in DV
This discussion has been merged.
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New Enhancements in Timeline View – More Flexibility, Less Clutter!
Hi Community, We’re excited to share two updates in timeline view that make managing your projects even easier: Directly add and delete bars and milestones – No need to switch to grid view; you can now build and adjust your timeline directly in timeline view. Expand and collapse hierarchy – Visualize the big picture easily…
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INDEX/MATCH works in one sheet, same formula gives #INVALID OPERATION in another
Hi all I have a Project Info section of my schedule sheet that I pull into columns so that the info can be used in automated emails about tasks. The sheet that's giving me problems is a copy of another sheet, where the formula works. =INDEX([Task Description]:[Task Description], MATCH("Portfolio", Task:Task, 0)) It works…
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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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New Templates?
Hi Smartsheets Crew; I wanted to know if you guys are going to create any NEW Templates in your Solution Area OR 🤔 If you plan on ENHANCING / ADDING to your EXISTING ones (to utilize any/all recent changes to the software) since the Template(s) was launched? 😁 It would be great to see some fresh new ideas that relate to…
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percent column - are we all just guessing?
We're implementing a new template set for projects after some great sessions at ENGAGE. I'm writing some automations and getting things ready for end users to test but I keep coming back to the percent column. I'm stumped - how are others selecting or defining their percentages as a project progresses? How do we…
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Is the Email Notification highlight color yellow definable?
In a standard email notification for sheet updates the changes are shown in yellow in the email body, is there a way to define that color to something other than yellow?
