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Sheet Template : When copying a template, my formula's don't migrate.
I'm trying to copy a template to use. I have formulas already on the template, however when i put the new numbers in, it doesn't use the formula to add/subtract them. I have to litterly go through and on every sheet I create from either a template or otherwise, I always have to figure out the formulas again. Is there a way…
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Automated Copy / Move rows between sheets - just copy some columns
Dear all, I'm a project manager and recently started using Smartsheet. I'm trying to configure an intake-prioritization and approval process for all the projects requested by our users. I have my main sheet called it : Project Requested 2021 then I created another sheet for the projects approved by the Board: Project…
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Convert form response in to standalone project?
Hi, I created a Smartsheet form to intake requests for support from my team. I'm not aware of an easy way to then create a project based off of the form response without having the Control Center add-on. Ideally I would like to set up a system where I can view the incoming requests then approve/reject/send back for more…
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Date Stamp
Over the past couple of days, I have searched and read every article and even solicited help from SS and have worked myself in a circle. I have a drop-down list (Submitted, Approved, Declined), I need to "auto-populate" a date column to capture the date stamp when something is selected from the drop-down list. Is this…
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Duration formula
I am using one of the PM templates while adding in additional columns for actual start dates and actual finish dates. As such, somewhere I have lost the duration formula in that column. Can someone please help me with the formula that would determine the work days for planned start and planned finish minus weekends? Thank…
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Auto inputting a date based on a status change
Hi, I want to set today's date in a date column when the status, in a status column on that row, is set to something other than 'open'. I don't want the date to change once it is set so the TODAY() function does not work for me. Is there a function to do that? Regards Mike
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The best way to build a portfolio using template set?
Hello - I'm pretty new to smartsheet, but I'd like to start setting up our 2021 project portfolio for our team. What is the best place to start? Should I copy the project folder for each project and start populating? Am I required to use the project intake form (doesn't really apply to our process)? Thank you! Amy
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Is there a way to assign a certain task/activity to multiple groups and generate report by group?
I want to use Smartsheet to track progress of task/activity by team or people. However, some tasks/activities may be assigned to multiple teams or people. For example, activity A to be done by x & y. Activity B to be done by y. Then, I want to create a report/dashboard to show all activities assigned to y (activity A & B),…
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WBS in smartsheet.
Hi. Is there a way that I can have a dewey decimal system kind of the numbering for the items on my worksheet. I have found a solution that lets me have items numbered in the format 1.1 and 1.1.2 and 1.1.2.4 etc. But I want a system where I can have the format 01.00.00.00 and 12.04.09.11 etc; How do I make sure that there…
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Creating a Report that ONLY shows rows with Attachments
Is there a way to filter out rows that show up in my report that do not have attachments? I'm building a report that shows my subcontractors any row that's had an attachment added to it in the last 7 days, but I can't seem to find a way to get the Report Builder to only show rows with attachments added. I realize I could…
