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Adding Overall % and Date Questions
I am using the Project Manager Office Template from Smartsheet. I would like to have the very top row (it is almost like a summary row), calculate the overall % complete of the project and adjust the start and end dates as the schedule changes/ progresses. I tried adding a formula to both sections but it would not actually…
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Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
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Cash Flow Forecast
Hi, Is there any way of doing a cash flow forecast/projection within Smartsheet. With most other project management software this is a built in feature. I would like to do a forecast of the monthly projected cost for the project.
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Two jobs in one spreadsheet?
Hi, Thanks in advance for your help. I have two sets of duties within my position: one set as Sustainability Engagement Coordinator, and one as Energy Coach. How can I use smartsheet to track the amount of time I spend each week on work for each set of duties, and track projects on each? Or do I need separate sheets for…
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Changing File Directory for downloaded attachments
Hi all, For context, I use a Form to manage incoming service requests and generate PDF Work Order attachments. I would like to change the file directory for downloaded attachments to a shared folder rather than 'Downloads' so my supplier has visibility of the work orders when they are assigned. I can't seem to find an…
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Elapsed Days Counter - How?
Hi everyone, I'm needing to report on elapsed days for a few tasks. Anyone know how to do this? Note - this is different from the 'duration' function that already exists in the Gannt view. That is where I have a start and end date. In this example, I have a start date, but no end date quite yet. Any help is greatly…
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Merged: Project Timeline: new view
This discussion has been merged.
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IF Statements when a score / number is between two values
Hi there! I'm working on a dashboard which will show the overall "health" of a program. I'd like the health score I've already devised to display on a sheet as "Red" "Yellow" or "Green" depending on if the score falls in a certain range. For example, if the score is less than 84.99, display "Red", between 85 and 94.99,…
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File Upload to Resource Management - projects
In RM, I need to be able to upload a PDF or Word document to Projects to track SOWs against the project. It would be helpful to be able to load directly to the project.
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Portfolio Management: Team member part-time availability on Projects
I need the ability to set part-time availability for a team member to specific projects, i.e. working Mon-Wed on Project A and Thu-Fri on Project B. For each project and each team member you could set working days, that would solve this problem. I have a team member in high demand, between two projects an agreement was…