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Ability to copy all content pertaining to a row to another Smartsheet including comments
Need the ability to copy all content pertaining to a row to another Smartsheet. Use Case - Project manager wants to track project data on a Smartsheet. The tracking is done in the terms of: Week 1 discuss training, technical deliverable, discuss networking, etc. Current State: PM marks the technical deliverable as "In…
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summary of sheet summaries
My project contains multiple sheets that need to be summarize. Each sheet has a sheet summary but since my data spans across multiple sheets, I need to combine the calculated fields in my sheet summaries to be combined (sum, average, count etc). I realize I can create a metric sheet that makes use of formulas and reference…
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How can I make a graph from a report in the Portfolio level?
It appears that I can only make a graph of the whole report instead of only one column. Is this possible to do? If not, do I need to make a sheet of the data of every single column of the portfolio? For example: I need a graph of the column "Responsible area" of the portfolio, to get the data of how many projects has each…
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Sumifs That Excludes Parents
Hello, I am working on an ever expanding project timeline that has 100's of parent tasks that flow into potentially up to 10+ levels of parent tasks, with children tasks at every level. Given the granularity of the task management and the timeline being outwardly facing, "=sum(children())" is used on every parent task to…
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Reservations/Scheduling & WAITLISTING
First time posting, and I'm not sure if I'm doing this correctly, or if this is the right place, please have patience. I have a workspace, with a form, and a sheet (although it's definitely not NEAR as optimal or helpful as it should be), along with a few other sheets/resources (past appointments, contact lists, specific…
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Cross Referencing Data Across Sheets
I've read several threads on this and tried to figure out solutions but am still stumped. I am creating a workspace for managing events. I have vendor lists with their rates and a planning sheet with the number of staff we need and which activities will be booked, etc. I'm trying to create an expense sheet where I can have…
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Project Plan Reports
Is it possible to have a report that pulls ONE task that is the oldest task (date-wise) that is not 100% for over 20 project plans? So this would be one report with 20 rows, all representing a different task that is the oldest incomplete task. Is this possible? If not, is there a formula that pulls the task name that I can…
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Formula on Project Plan
Hi, I have five stages on a project plan, parent row s, with numerous child tasks underneath. I want to have a formula that marks child tasks based on this formula: =IF([% Complete]@row = "1", "ITEM COMPLETE", IF([% Complete]@row = "0", "ITEM NOT STARTED", "ITEM IN PROCESS")) The parent rows also have this formula: =IF([%…
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Insert todays date on a project plan start date column
Hi, I use blueprint control center to replicate the templated project plan for every project that we approve. I want to automate the start of this project plan by entering the date it was created as the initial starting date for the first task. My plan is full of predecessors, so once the initial date is inserted in the…
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Project Management
We have 4 employees that receive daily projects assigned to them. To avoid having the employees viewing their co-workers daily schedule by sharing the project management sheet and doing a filter so they only view their daily projects but can also turn off the filter as they please to see the complete project management…