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Trouble with Formula for RYG/Health/Status Columns
Hi There, I'm brand new to Smart Sheet and still learning the abundance of inner workings - hoping to find some help with what is probably an easy formula but I can't seem to get it right! I'm trying to change the color of the RYG ball under my 'Health' column based on the 'Status' column. For instance: Red = Canceled/Not…
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Helper columns to allow parent row data to be included in automation
Hello! I am trying to work on refining our automation in a project management tracker we have. Our parent row has the start and end date for the entire project. I am trying to create a helper column that would automatically count days to end of project for each project and repeat that number for each line of a project to…
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Update Request - Accumulated hours formula
Hi All, Currently I am setting up a tracker for tracking weekly hours spent on requests that come in via a form. I would like to set up an update request that runs every friday (until task is marked as closed) to the assigned person who will enter the amount hours they spent on the task in the week just gone. I would like…
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Resource Management Tool
I'm looking at how I can migrate project plans (Omniplan) into Smartsheet to then use the resource management element to see people's capacity and adjust the schedule to smooth delivery. Has anyone done something similar or have any learnings they can share with me please? Also, attached is a screenshot of the resourcing…
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Row and Sum calculations for Capacity Management
So, until we get 10k feet, I am trying to figure out how much of our team's capacity is spent on projects or operations work. In the sample below, I'd like to know how much time teams and sub teams spend on Projects, Operations, Enhancements, and Admin. There may be muliple project, operations, or enhancement rows. I'm…
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Audit Compliance and Security Smartsheet
I'm looking for the smartsheet template that was shown in the Audit, Compliance & Security Solution Guide. The guide links to a site that no longer works - I was hoping to locate the template for the pre-audit checklist on page 5 and the project plan on page 6. Does anyone have a similar template to share? I'm starting…
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COUNFIFS and FIND formula for weekly schedule
Hi Community, hope you are well! Hope someone could help with the following formula syntax. I am building a weekly schedule for the creative studio. I would like to calculate how to count a specific entry such as "Email" across the schedule.I have columns for Week starting date, assigned, daily schedule broken down in half…
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Basic RAG Calculation formula based off completion % in project schedule
Hello All, I would like to know if anyone knows how to set up a basic RAG formula based on completion % and the schedule date. Custom criteria would be as follows: If % Complete = 100, return Blue If it's not scheduled to start yet, return Clear/Grey If past the scheduled finish date and % complete is less than 100%,…
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SUMIF Not Working
Hi, I'm running into issues when trying to use as SUMIF function in my sheet summary. I need to have it add together all the percentages in the red square under the column "Capacity Rating." The goal is to be able to create a SUMIF for each project manager in the division so we can see what their workload capacity is…
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Change Management: Multiple projects > Consolidate into one
Hi there, I have multiple change projects to track within the general IT PMO along with other non-change projects. My goal is to consolidate them and list them underneath the 'change' category and so I'm trying to figure out the best way to organize them without listing them all out and clogging the other non-change…
