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How to count children rows with multiple criteria
I have tried this many ways and can't figure it out. The column names I am working with are: "CaseRegNum", "Type of Review", and "Status". Each parent row is a different year and beneath each year are cases IDs (these are in the caseregnum column). The cases are categorized into "general" and "special" (this is the type of…
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Master Roll-Up for multiple project sheets
I am reviewing the Construction and Facilities Management template set provided by Smartsheet. I only have a Team account for now. The template comes with 2 sheets for Projects. In the Master Roll-Up sheet, you can see the formulas used to pull the info from the 2 Project sheets. Question: Do I have to manually update the…
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Connect sheets without manual cell linking
I have a project roadmap (activity name, start date, end date, etc) and then a separate sheet where we want to pull from the existing project roadmap. With roadmaps, information is always changing or being added and I want the separate sheet to be able to live update when changes are made. I don't think an automated…
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Actual % bar in Gantt view which is based on budget mhrs in Project Plan
Hi there If I'm correct, Smartsheet only provide the "Time Duration (i.e. Days)" as the basis for Porgress Measurement in Project Plan. It's good in a way, but not that professional. For now, I have to set up a column for uploading the budget mhrs for each tasks (say 200 to 300 tasks for a classic project) and use it as…
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Manual Workflow Trigger for Time Base Automations
Hello all, I was setting up a Workflow to trigger based on a condition at a certain time of day. It did not work, which is fine it was a test, but now in order to run that same test again, I have to move the trigger forward an hour and wait for it to reach that time. (Function is to clear a checkbox daily) Since I am…
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Creating a Master Project List and Dashboard
Hello, I would like some help in designing a Master Project List, and a Master Project Executive Summary Dashboard. We have a Roadmap that contains each functional area's main projects/initiatives. Is there a way I can build a formula to have all the information from each road map combined into one Master Roadmap... Which…
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Cell Linking from a Form
Hello I am trying to do cell linking from when the information is entered in from a form rather than directly onto the sheet itself. When I do this it adds the information onto the sheet however it moves the cells I am trying to link down to the next row and will not transfer over the information. Is there a way I can do…
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Default view when a user opens a sheet
Hello! What is the default view for a unlicensed user when they open a sheet? (In regards to collapsed and expanded rows) Is it the same as the last way they viewed it, or how the last user had viewed it? Here is the specific question from my colleague: "Usually when I'm done with a set of tasks I like to collapse them…
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How do I count how many projects are "In Progress" or "Completed" ?
HI There, I feel this should be easy to figure out but i cant seem to! PLEASE HELP?! I have a column called "STATUS" , I have a drop down menu with the following under Status STAUS On Hold In Progress Cancelled Completed How do I show / count how many projects are "on Hold" or "Completed" or "Cancelled" Ideally this will…
