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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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Automated Column Increment for Due Date Changes
Tracking how many times a due date has changed in Smartsheet currently requires multiple helper columns, copying rows to another sheet, or a combination of these methods. This process seems overly complex for such an important project management task. A built-in feature to automatically count and display the number of…
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Possible to change the Resource Allocation End date in bulk for one project.
We have a large number of resources for multiple projects. For us, it's very difficult to change the allocation when the project date has been changed. If you can work on this, we can extend the resource allocation end date in one way for all the resources in the single project, which will help us minimize our effort for…
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More than 2 actions following an approval
Is it possible to have more than 2 actions after an approval in the same workflow? We have a sheet that requires the tasks to be approved by a member of leadership. If it is approved I need the project lead to get an alert, the date to be recorded, and the status to be changed. I would prefer not to have multiple…
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Drag and Drop in Timeline view
It would be great if I could move the boxes around in Timeline view by dragging and dropping. Currently the only way to move them is to edit the dates in either the box details or the grid itself.
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Merged: Drag and drop to reorder rows
This discussion has been merged.
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Populate Status Based on Children
I need a formula that will auto populate the status of a parent task based on its children's statuses. If all children have the status "Not Started", the parent should reflect "Not Started". If any children have the status "In Progress", the parent should reflect "In Progress". If all children have the status "Complete",…
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PMO within a PMO - creating sub-projects for one existing project
I have an extensive PMO setup and working well. I need to create a sub-project within an existing project. The idea is to track sites that are associated with a project. Is there a best practice for this? There will be about 100 sites that need their own project plan, dashboard, etc., and should roll up to the primary…
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Suggestions for Risk Register Reporting
We have created a blueprint for all projects to have the same workspace within Smartsheet. Part of this includes a mandatory Risk Register that all projects are required to update monthly. I'm in the process of creating portfolio reporting for my leadership team that includes an overarching dashboard and some separate…
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Copy Row Reminder to Another, or All, Rows
In a project with multiple date columns that function as due dates, you can set up row reminders that correspond to those due date columns. This is in addition to setting up Automated Workflows that can email reminders on due dates. But why would you want to set up row reminders in addition to using the Automation…
