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Card View: New Cards Disappear Due to Hirearchy, Need Advice
We are managing a large multi-project delivery roll up board, where the preferred view is Card View. We would also like to start adding, removing and editing as needed in Card View. The challenge we face is this: Projects are the top level row, with child / gchild rows as either deliverables or tasks. This board is highly…
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Trigger Outlook Calendar Event from Form Submission
I've created a form for my team to use to submit vacation requests with a manager approval and user alert workflow. I want to be able to have an Outlook calendar event added once the vacation request is approved by a manager. Any thoughts on how to achieve this?
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Sending Instructions to New Users via Proof Review Invitation
Is there a way I can specify the auto-generated text on a Review Invitation. I'd like to send an instructional PDF to anyone who receives an invitation to review a proof for the first time.
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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! :)