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Be able to change finish date with automatic adjustment of duration or start dates
Once a project is scheduled using predecessors, Smartsheet automatically deleted the predecessors if someone manually changes a start (or finish?) date. Since we are trying to have team members be responsible for updating their tasks, it would be ideal if they could adjust their finish dates directly without the…
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How do I customize a request ID based on specific form selections?
iaI know how to create a request ID on the column grid but I wonder if I am able to customize based off of specific selections on form submissions. For example, Jane Doe selected content management (CM) in her form submission so the request ID would reflect that (Request ID: CM_0001), where John Smith selected quality…
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Help with TIME() Formula
Hello, I am testing out the TIME() function and working on a formula to determine the amount of hours and minutes elapsed between a Start and Finish columns. I thought I had it figured out, however, I noticed that for my row that has a Start time of 3 pm and a Finish time of 5 pm, it was showing a time difference of "1…
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Sharing Contacts
We currently cannot share our contact list with other users. This is very cumbersome for our company. We use Smartsheet to create a punch list for our vendors. We need multiple users from our organization to enter in punch lists for peoples, however, since I cannot share my contact list with my colleagues, we end up having…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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What licensing is required for collaborators, commenters etc please?
Hi, I have searched but can't find a definitive answer. If I create a project plan in Smartsheet and want people to comment, update or collaborate in general, which of those need a paid license please? To clarify, in this scenario the creator of the plan would have a business license. Many thanks.
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AI text summary of a sheet progress/changes
Imagine you are a project manager, managing multiple projects/sheets. You have set up a dashboard that aggregates information from said projects. To make things easy to your CEO and other stakeholders, you'd like to generate a 500 word status report for each project that can be included per project on the dashboard via a…
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Please Help
I am trying to use this formula- =IF(CONTACTVALUE({Hardware}) = "Andrew Mattos", [Points Bucket]@row - 10, 0)- Basically I want it to search my TR Project sheet for the Hardware column and if it see's Andrew Mattos contact to subtract 10 points from my point bucket column in my data sheet. It keeps coming back Unparseable.
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RAG Status
Hello! Newbie here :) I was wondering if someone could help with a formula I'm attempting to put together to calculate a RAG symbol status for individual tasks as well as the overall project plan. Individual Tasks: If status is complete = blue If status is in progress OR not started AND end date is today = yellow If status…
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Allow formulas in Assigned To when Resource Management is enabled
Currently, with dependencies enabled the Start, Finish, Duration fields do not accept formulas. Additionally with RM enabled (including the new Resource Heatmap), Assigned To can no longer be formula driven. Use case: when our Marketing team generates a copy of their campaign sheet, they have a number of pre-set tasks that…
