-
Combining multiple views of a project plan in one
In our previous solution, we had five project plans for users to choose from. This caused reporting issues as our milestones did not align between project plans. Has anyone combined project plans into one template and allowed the user to see the appropriate tasks for their chosen project plan by perhaps a filter? Example,…
-
Saved Filters Issue Date Type Column
I'm running into a very odd issue with consistent filtering on a date column thats being generated from a formula: We have a column labeled "Filter date" that is set to Date (Restrict to dates only not checked) which has the following formula to trim off the date from a 2ndary column that is a drop down: =IF([Date…
-
Start and end date columns advanced by one year
Hi all, I'm trying to flip ALL dates in the start column ahead by 1 year and ALL dates in the finish column ahead by one year. We're utilizing Smartsheet as our critical path platform so this is something we need to do year over year and manually updating ~1000 rows is not realistic. An exact date is not the most important…
-
Incoming and outgoing project sheets
I am looking to implament project controls as below One (1) workspace All project sheets (no sub folders) Project control Sheet Reporting (at risk tasks, high priority tasks, hours per resource) As projects start (need to be seen on the Project Control Sheet) and end (no longer are needed on the project control sheet),…
-
Overall Total % completed
Sorry If this is a repeat but the first post seemed to have disappeared. My Goal is to have the Top row #1 Where that checkbox is to say what the total of completed of all the subtaks below. For example the Level 4 is showing 100% completed so the Top row should show 25% completed. But Not sure how to accomplish this? Each…
-
Gantt - Progress Ahead or Behind Schedule?
Hi All I'm keen to look into options to report on project progress against schedule. Generally we set a project programme, then progressively update %Complete against lines and the project progresses. The progress bar works well as visually indicating if each activity is ahead or behind the current date. I'm looking to try…
-
Starting a New Multi Sheet Tracking System
Before I try to dive into this alone - I thought I'd ask for some recommendations. I manage a team of producers who each have a client pipeline. I need to have each producer track their pipeline list with some basic data (dates, closing agent, status, etc.) - so each producer would have their own sheet assigned. I would…
-
Auto-applying Jira Status Updates from a central sheet, back to a specific Project Plan sheet
We use a standard project plan (~100 tasks/steps) as a template for our team, and it gets copied for each new project. There are ~6 tasks on the project plan that drive Jira task ticket creation. Instead of adding extra columns to the standard project plan sheet (since they'll be blank for most rows), we link the task on…
-
Complete Through Progress Bar
My organization is moving from MS Project to Smartsheet and there is a functionality on the progress bar of the gantt chart in MS Project that I would like to see if Smartsheet can do. The Update Progress bar that shades % Complete in MS Project can be set to show Complete Through progress (the functionality is detailed in…
-
Subtract List Of Parts from Inventory
Hi, I have a Inventory Sheet with list of items and also the quantity of each item. I also have products that use various items from the Inventory list, which I list in the "Products parts list", for example: Product #1 requirements = 2 Wheels, 1 axle, and 2 wires. And the way I have set it up now, every time when I sell…