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Automatically have a project name <<project>> appear on each row
I would like to ensure that when an additional row is added to a project plan, the Project Name column is automatically populated with the project name. This name is pulled from the Control Center and is located under the summary section of the sheet. While I am aware that I can manually add the «project» to every row,…
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Customizable view options in Smartsheet Card View
I think it would be useful to be able to customize the Card view in Smartsheet grids and reports to include additional view options, such as by date or other custom columns, instead of being limited to the default options like "status", "schedule health", or only being able to view by columns that are dropdowns or symbols.…
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Help with IF AND formula with cross sheet reference
I am trying to write a cross sheet formula, and I keep getting an #INVALID OPERATION error, and I cannot puzzle it out. My current formula: =IF(AND({Scenario REQ ID} = [REQ ID]@row, {Scenario Status} = "Pass"), 1, 0) If the REQ ID from my scenario sheet matches the REQ ID of this row, AND the Status on the scenario sheet…
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Recording Most Recent Step in a Process
Let's say I have a three-step process that I perform many times: Draft, Review, Publish. (This is a simplistic version of more complex repeated processes.) For each step I have a checkbox column. For each iteration, I create a new row in SmartSheet. I would like to see the status all current iterations in Card view, so I…
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Columns Moving Automatically
Has anyone had any issues with column headers moving around the sheet automatically. I have multiple sheets referencing each other using vlookups to report back and also to use tools I have created. Therefore the location of certain columns are highly critical to my companies daily workflows. I have already confirmed that…
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IF Function With Multiple Drop Down Selections
I am not sure how to "Nest" if functions for my application or if I need to use the "AND / OR" functions with it. Essentially, when my field team updates the [Field Status] column I want the appropriate colored circle to update in the [Risk Status] column. Red = Delayed Gray = Not Started Yellow = In Progress Green =…
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Recomendations on templates for project portfolio with dashboard
Hi, I am new to smartsheets and have been tasked to build a project portfolio (list of projects for each team with status, dates, notes) and then create a dashboard view. Can anyone recommend a template to build this quick and easy? We did have a consultant build a solution for us years ago but it did not work properly; so…
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Managing complex, multi-sheet schedules
We are building a large multi-family project. We set up our schedules to be broken out by building permit shell and units. There are 99 sheets in total built using the standard project template with some customizations. Our plan was to roll up these sheets into reports that would allow a project manager to easily update…
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Assigning Multiple Resources
I've seen posts going back 3 years that address this subject, and it's little mind blowing that a feature as basic and essential as this does not seem to be possible yet. My team works on multiple projects each day, and each project has at least three different team members assigned to it at once. Without the ability to…
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Ready Status Formula or Column
Hello, Could you please create a formula or column which lets us that a row is ready to be executed, as the predecessors have all been completed. Best Regards, Kartik Shah
