-
Project Intake management
There could be a very basic and simple answer to this, or a complicated one-I hope its simple!😀 We have around 50-100 projects at any given time and we need to track and report on various deliverables. I have set up Intake Form- Intake sheet-Portfolio tracker, as well as project plan for each project. The Intake form is…
-
When Smartsheet is down
Hey all! Just coming to the community board to see what options are out there or what others have done. I know today we have experienced a downtime with Smartsheet. Has anyone come up with a downtime procedure for times like this when it's down for longer than an hour? I am just trying to see what options are out there. I…
-
Make Rows From "Active Projects" Sheet Transfer to Another Sheet ("Invoicing") Upon Job Completion
My company uses Smartsheet on an extremely rudimentary level. We are not tech savvy; we are tragically behind. We have only figured out to use one automation so far, which is when a new cabinet-related "project" gets automatically added to our "Active Projects" sheet from our "Sales Pipeline" sheet. But we have a major…
-
Smartsheet Help
Hi Smartsheet community! I am looking for guidance on best approach to create an individual tactical plan w/ embedded milestones and general timeline that rolls up into a Team tactical plan w/ milestones/timeline. Hoping for functionality where individuals are notified a milestone dates and progress to goal is tracked at…
-
Reminder Date Column
I want to take a smart sheet and have a reminder date column. East task that I have I want it to calculate off the duration to give me a reminder to do the task. Ex: Send pricing → Nov 1 of the year before the class Send brochure → 6 months before class date Check website for class → 90 days before class date Check in for…
-
Why are my durations not calculating correctly, and how can I adjust this?
I'm working through a rather complicated column formula and ran into something that seems to be native to SmartSheet. It appears to be rather minor, but is throwing the whole thing off for me. If you look at the first row that has dates in it, for example, you'll see that the row starts on the 1st and lasts 10 working…
-
AI integration of Smartsheets
Hi all new here to the community, I had a question around brining AI into our Smartsheet platform, managing portfolio of over 1400 projects. Anyone suggest a good place to start?
-
How do I check an entire column for a particular value and only display the lowest example of it?
The question title is kind of confusing, so here's what I'm looking to find out. I'm making a Project Plan sheet, and want to have a place that updates the estimated completion date based on how the project has progressed thus far. There are more columns in my sheet, but my question is only related to the ones in the…
-
Helping Users Understand How Data Flows
We've recently rolled out a PMO solution and are still in the adoption phase. One question I keep getting is how to update Project metadata (such as start/end date). I have to keep pointing people to the Intake sheet. They've been trained on this, but not all training is going to stick. Is this just a matter of repeating…
-
VLookup returns nothing for assigned to requiring multiple answers
Hi All, I am working on a project plan where I have a drop down that I can select multiple roles to assign a task to. The Vlookup references a contact list of single role, single assigned to. When using a simple vlookup formula, it will give a single answer where there is a single assigned to, but what do I do to make it…