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How do I share a report document to an external client without having to give full access to the doc
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
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Dynamic View Predetermined Fields
I have a form that is completed by 16 different entities for 57 unique roles, filling a master sheet. I want to utilize the Dynamic View function, but also have prefilled fields and use a MATCH function from the master sheet to the dynamic view to match the input to the unique roles. The purpose is that there are a finite…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
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Accessing Project Plan from someone no longer with the Org
How do I access a Project Plan that was owned by someone who is no longer with the company?
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INDEX - Collect question
Hi there, I have a project where in the project plan, based on the start date selected for a task, I'd like Smartsheet to reference another sheet (which is the table of Sprint, Start Date, Proposed Completion Date, Sprint Label) and populate the Sprint Column with the correct Sprint Label). So the formular should check…
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Smartsheet Employee Dashboard functioning like an app
Hi there I have created a Smartsheet Dashboard for each employee, with sheet visual icons related to their worksheets. It serves as a quick link and hosts only the sheets they need to access and work on. The Icons are categorised as per our company's production and accountability structures. It resulted in no further…
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Seeking automation for Monthly Dashboard with separate Month Rows
Hi all - i am building a monthly dashboard with separate columns for each month's status, key takeaways, and next steps. I am wanting to build an automation that says for example: 'your {{current month}} status update is due, your last {{last month}} update was {{status color}}. Please be sure to indicate your key…
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Idea funnel
Hi all, I'm at a manufacturing company. I am looking into a Smartsheet solution for idea generation and management. These could be cost improvements or reach into new product development. We would likely have project goals (improve margin, expand sales, ect), ideas (that need to link to SKU's and goals) and gather input on…
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Using SUM with child rows
I have a parent row that I'm using to sum all child row values where Children = 0 and Status = "Not Started". This is my formula. =IF(OR(ISBLANK(Status@row ), Hierarchy@row = 0), "", IF(Hierarchy@row = 1, SUM(CHILDREN()), IF(AND(Children@row = 0, Status@row = "Not Started"), 1, 0))) However, if any of my task rows are…
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How to optimise my currentTimesheet solution
Hi community, hope you are all spending a great xmas period. I'm here to ask you advice on how i could improve or change completely the architecture of my timesheet solution. I have setup up a sheet with the following main columns: Work date - Contact - Project Name - Activities A total of 15 users enter their activity…