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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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Parent/ Grandparent Cell Value
Hello- I am looking for a way to make every row return the same value as the highest level of its hierarchy (usually just children and grandchildren). I want it to report the top row in a column. In this example, I want all of these rows to return the value "Top Line" in a column.
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日別タスクの集計方法について
martsheetでEVMを実現したいと考えています。 しかし、各タスクの日ごとの稼働実績の集計方法に悩んでいます。 現状は通常のWBS方式でタスクを管理しています。タスクごとに「開始日・終了日・計画工数」を持たせ、稼働したタスクごとに実績工数を日ごとに入力したいと考えています。 ■やりたいこと ・各タスクの稼働実績を集計したい・さらに日ごとの合計（全タスク合計）を出したい ■イメージ 【入力（縦持ち）】 日付 | タスク | 工数 10/1 | タスク① | 5.5 10/1 | タスク② | 6.0 10/2 | タスク① | 6.0 10/2 | タスク② | 3.0 【出力（集計結果）】 日付 | タスク① | タスク② | 合計…
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Hello
This is the third company I have used Smartsheet at. I am currently templatizing project plans for rollup reporting with additional form for UAT. Automated notifications is one of my all-time favorite features.
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Add "Links" to row action indicator column
With so many organizations using Sharepoint, Teams, etc. now, it would helpful to have a dedicated spot to include Links to documents/files just as Smartsheet has made available the Attachments window to attach documents to sheets (even if it is to just document the link existence versus a "click to go to" feature).
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Editing rows using forms or some other android UI
I'm a freelancer, and I want to use smartsheet to schedule jobs and do basic accounting. I have a 'new job' form to create a row with customer and job info. I need a way to then add more data to that same row later, once the job is completed (total price, material cost, etc). Is there a way to do this with a…
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Creating a KPI Metric for a specific Project dashboard then up in the Portfolio Dashboard
I'm trying to create a KPI for Client attended meetings. We have 32 weekly meetings and a sheet with a Yes or No for Client attendance. I created a sheet but want to add a widget in the Project Dashboard then take that up into the Portfolio Dashboard. I would like both to be a colored percentage pie chart for Yes and No on…
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Multi-Project Gantt Chart with 1 Swimlane Per Project
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
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Automate when cell has contact added to remove all Pending Update Request for that row
When a form is filled out, and a row is added to my sheet, I have automation send to 3 recipients to update the "Owner" field. I want that Update Request to clear for all users and the whole row when an Owner/Contact has been added either through the button it sends/updates with or if anyone goes in and updates the…
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Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…