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Project/Team Planning overview
Hello, I would like to create a sheet or report that provides information on how busy team members are and how many events they work on throughout the year. Something like this Where the Phase is the Event, and the months are coloured depending on how close the event date is (green, yellow, red). We currently have a master…
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Chart widget not graphing dates correctly
I am trying to graph the costs spent on projects per month in th dashboard using the chart widget. The problem is when the project goes into the next year instead of setting the first months spend ahead the last month in the last years spend it moves it to be next to the same month in the previous year as seen in the…
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Column Filter
Hi all I am not sure if I am missing something with the way filters work in Smartsheet but is it right that I cannot add a filter to each column which automatically updates the list of inputs from the data in the cells below it? Basically I want what Excel does when you highlight the titles of a column and hit the filter…
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Modify Baseline start and finish dates
The column isn't locked but I cannot modify those dates in the columns. Solution?
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Project template sets - weighing options
Hello, all! What's the benefit in using the PMO template set over the Project Tracking & Rollup set or the Construction & Facilities/Multi Project set? In looking at each, and playing around with the PMO set, it seems like it might be more robust than what we need. We have multiple clients, some with multiple projects.…
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Stop Predecessors from being deleted when a date is deleted
Sometimes we need to just delete the dates to start fresh or copy rows to use for another project, but deleting the dates also deletes the predecessors. I was trying to test a schedule template with many hours of work on defining the predecessors. When I wanted to blank out the dates again so it could be used as a blank…
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Can I use DataMesh so I can update in either sheet?
I'm very familiar with Smartsheet but far less so with DataMesh so I'm just looking for confirmation on whether what I'm looking for is possible We have 2 sheets, Intake A & Intake B. At a certain point, we copy the row from Intake A to Intake B to create/track a different project. Because of that, Intake B has all the…
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Cell Changed Color When Formula Updated
I just updated a date cell formula to give someone a little longer to complete a list of tasks and they all turned yellow. It' not a cell filled color because you can't remove it. I have updated this formula before and not had any issues with the box changing colors, so I can't figure out why it's doing it now. It's a…
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New Enhancements in Timeline View – More Flexibility, Less Clutter!
Hi Community, We’re excited to share two updates in timeline view that make managing your projects even easier: Directly add and delete bars and milestones – No need to switch to grid view; you can now build and adjust your timeline directly in timeline view. Expand and collapse hierarchy – Visualize the big picture easily…
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…