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Resource Loading
Hello - The manufacturing site I work at uses Smartsheet to track site priorities. I would like to do resource loading analysis, similar to the functionality that is available in Microsoft Project. However, to do that all resources must have a business license before they show up on the resource list. This is cost…
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Using Project Management Templates
I'm using the PM templates and the templates utilize a section in the project plan that is called Project Information. It's handy b/c you can use this non-task related information in dashboards. What my issue is w/in the Finance section under Project Info - there is budgets and actuals. I am trying to utilize the children…
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Does a range of dates fall between another range of dates?
Hello, I have a need to be able to highlight if a range of dates falls between any other range of dates. I have a checkbox column which needs to be ticked if a range of dates conflicts with other range of dates. So for example, we might have a number of projects running throughout the year across different clients and…
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Notification
Hi, I have an action plan with an action column, a delay column, a referent column, and a progress column. I would like to create a workflow that sends a notification (mail) to the referent of the action 3 days before the date entered in the column "delay" if the progress is not "finished" in order to remind him to finish…
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Sending Multiple lines for Approval at one time
Hi, has anyone figured out a way to send an approval request for more than one row at a time? I have rows that all need approved that need to be sent in the approval request along with their information, much like a daily notification of changes, however in approval request form. Currently we are able to send for approval…
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Transferring ownership
Hello! I am an admin at workspace of the company. I can't take ownership of sheets from an existing user with business license. I have this message when trying to get ownership: You cannot take ownership of this item because the current user is not in your organization. Can you please help to solve this problem?
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Build questions in a form based on rows, not columns
Is this possible? I have a checklist sheet, with multiple questions set out in each row. Id rather avoid making each question a column so would it be possible to create a form based on the questions in the first column for each row? Thanks, Jack
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Can you create a Sheet Rollup of all open actions from each project owners sheets?
What about a sheet to roll up all open tasks of each project owners sheets so a managed worked flow to request updates would include all updates needed for all the project owners sheet actions? This way they are not getting a lot of separate emails for updates on each sheet.
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Avoid multiple emails sent to same person on an automated workflow
Hi everyone, could I please ask for a sense check here? I have set up this Workflow. There are several different people in the 'Assigned To' column, and when any of their dates change, I would like Charlotte (their manager) to receive one single email to alert her to that. It's very possible that their dates could change…
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Formula for percentage complete and duration remaining
I am trying to develop a formula to flag tasks that are less than 50% complete but more than 50% of the duration has passed. I'm not sure if my math is correct. But aside from that, can Smartsheet perform functions like the one I am proposing below? Currently, it returns an unparseable error. If I get this formula to work,…