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Status Circle Automation
Hi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are green, Overall is green. If 3/5 are green, Overall is Yellow. If 1-2 are green,…
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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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3 condition formula- Help
Need help with a formula, 3 conditions- 1) Recognize first 3 digits of "ticket number" (EX: "LEG", "ONB", "REV") 2) Recognize when a task is past due 3) Status not "Complete" or "Not Applicable" What I have so far: =COUNTIFS({KIM- Project Plan- TEST Range 3}, "LEG", {KIM- Project Plan- TEST Range 1}, >TODAY(), {KIM-…
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Can Formulas Reference Reports?
I'm trying to see if formulas can reference reports or just root SS. I ran a report for all late tasks assigned to all people in a department. I then wanted to use a COUNTIF formula that would sum up all the late tasks of a certain person. When I go to do that and the formula asks me to reference a sheet, I am only…
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Delete and Lock row
Dear All I would like to know. Is it possible, if I want my team can edit the row but they can't delete it?
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…
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Specifying a day to use with predecessors
Hi folks - Anyone know if it's possible to specify a day for an activity to happen in a sequence, when using predecessors in project plans? We have an IT review process that only happens on Mondays, and I'd like to set the predecessors for that task up to be the first Monday after the previous step is complete. Everything…
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Creating a chart from non numeric values
I have created a form for users to fill out based on their experiences with a certain process. They will be asked questions such as "were instructions clear" and they can answer Very Clear, Somewhat Clear, Unclear. I was trying to create a pie chart from this sheet that shows how many users selected Very Clear vs. Somewhat…
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Sales pipeline evolution metrics and dashboarding
I own a Smartsheet that captures all of the sales opportunities one per row and each marked with a pre-defined specific stage of the opportunity (investigation, qualification, archive, execution, etc). These will naturally evolve thru the sales funnel and individual smartsheet contributors will update the stage shortly…
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Best Practices for managing 60+ projects in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
