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Project Plan - Excluding rows from the overall completion percentage calculations
I am creating a project plan that will be used for Lifecycle maintenance programmes. Each project plan will consist of up to 8 different work packages which will have their own task lines in. (See attached pic) This basic format will be the standard for all Lifecycle programmes. One of these will be for one of the…
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Rotate Headers to a row instead of column
I am trying to create a report from data in smartsheet, but due to the amount of info on the report it becomes very small and unreadable when converted to a 1 page 11x17 pdf sheet. I was wondering if there is a way to make the sheet rotate the column headers to row headers to allow it be printed at a larger size.
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Filter View Access for certain users
Hi everyone, I am using Smartsheet to implement an AM (additive manufacturing) order tool for a SME, which uses AM for prototyping. Objective of that project is to directly set an order out of the CAD programm (STL-file, part specifications) into Smartsheet, which will automatically send a notification to the supplier, who…
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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