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Prevent Overwriting of "Handler" Column
Hello, We have a smartsheet for our support team to claim requests submitted. As of now, when a form is submitted- every member of the support team receives an alert. From there, one of them must enter the sheet and elect themselves to handle the request (dropdown field with their names). We've run in to an issue where…
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Metrics: Using the metrics template and metadata
I have the following setup: An Individual Project (Individual) A Dashboard Rolling Up Projects Assigned to an Individual (Program) A Dashboard Rolling Up All Projects (Portfolio) Each of the Individual, Program, and Portfolio has a metadata report and a metrics report Problem: I have to manually link the portfolio,…
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Project Manager Pay based on 2 different rates
I am trying to figure out the best way to calculate monthly Project billing based on 2 different pay rates from 2 Project Managers. The Project Managers are asked to enter their time for each Project monthly as a % of their total time spent. I have another column that auto calculates that Month's Bill Amount based on that…
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How to pull a number from previous row into secondary column matching using a row identifier (name)
Above is the sheet I am working with. I am keeping track of a weekly score for each student and want to try and pull previous weeks scores into the current week row so I can track scores over the past month for a specific student. Currently the formula I am using to pull the previous week score into the column 'LastWk' is…
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Summary Formula
Hello, I am using Smartsheet for project planning. I would like to track adherence to plan, specifically counting the average of the Start to Plan and Finish to Plan and represent the number separately as a percentage so I can see what percentage we start and finish to plan when it happens. I have created an Ancestors…
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How do you fix a missing reference?
Using the PMO template, I keep running into errors where my references are broke or incorrect. For example, on my Portfolio Metrics sheet, my references should be listed like below. Instead I only have Project ID. My formula is the same. How do I get back the missing references of Portfolio Summary Data and Portfolio…
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Project Planning: Percentage Complete from Dates
Hello I'm currently using Smartsheet for project planning. I want a forecasted percentage complete on progress to date from baseline start to baseline finish. Can anyone help please? Thanks in advance! :)
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What is the max number of sheets a user can create in Business plan?
Hello everyone! I've checked this page https://www.smartsheet.com/legal/limits-policy it doesn't show the storage limit not the numbe of sheets limt. I need to know this because we have hundreds of projects we were planning to put each one in a sheet but if theres a limit to sheets number maybe we would have to groupe…
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Formula for automating Health status of project
I have two formula questions. 1. I have Parent rows with a rollup formula created that takes the avg of the RYG balls of its childreen and creates a status =IF(COUNTIF(CHILDREN(), "Red") > 0, "Red", IF(COUNTIF(CHILDREN(), "Yellow") > 0, "Yellow", IF(COUNTIF(CHILDREN(), "Green") > 0, "Green", "Gray"))) .... I also have a…
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Is there a way to use automation across grids?
We're using Smartsheet to track project requests. I'm working to build "personas" to show the type of projects coming in based on the requestors job function. Is there a way I could use automation to add data from another sheet so that once we receive a request the automation can reference the requestor's job function and…
