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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Automatic project creation and reporting
Dear community, I have a scenario which gives me quite a headache. I would like to create a form which will be populated by the project requesters for creating projects in Smartsheet based on a set template. The form will have multiple fields. Once the form is submitted it will have to trigger an alert/reminder for…
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PMO Template
I am struggling with the PMO template and the Schedule Health column in the Project Plan, which is indicating 'Red' even after a Task is complete, with this formula. =IF([Schedule Delta (%)]@row > 0.1, "Red", IF([Schedule Delta (%)]@row > 0, "Yellow", "Green")) Could I use a formula to ask it only to count if "Status" is…
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Need help calculating the percentage of all project tasks and return a value in percentage
Hi, I am trying to add a project status percentage in my project dashboard. I have the list of tasks, % complete, and Task Status in the project sheet. I tried to use the sheet summary to get the % value of the tasks that are not marked "completed" but I am not able to. What is the correct formula to use in the sheet…
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Conditional Formatting in a Report
Is it possible to include Conditional Formatting in a Report? I see discussion on this topic from a few years back, wondering if there has been an update or an easy work-around to include Conditional Formatting in Reports. Thanks!
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Struggling with an IF/OR/AND formula
Hi, I have a formula I'm struggling to put into a single IF/OR/AND formula! Basically, if the [Add-ons] column includes the tag "Prebill" AND if the [Final Invoicing] column is “Invoiced”, I want the [Total Amount Invoiced] column to add [Prebill Actual Invoiced] and [Final Invoicing Amount]. To clarify, if just one of…
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Automation Not Running as Scheduled, Nor Consistently, But Sometimes at Random?
I have 22 projects with identical tracking sheets and identical automation set up on those tracking sheets. The automation has been set to run every Friday for the last month. It just copies the current rows to another sheet, that other sheet becoming a "ledger". I have one column that says "todays date" so when I go to…
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COUNTIFS and SUMIFS formulas with multiple criteria AND a dynamic date range in a sheet summary
Hi everyone, I've had a look in the forum threads to try and find an answer already, but not sure what I'm trying to do is like-for-like with some of the suggestions. BACKGROUND: I'm helping colleagues with aggregating some of the data in their deployments sheet, which they use for managing and tracking their events, the…
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Parent row status formula based on child rows
Roll up formula for status I have this formula (shown below) where I am trying to get the status of the parent row automatically entered based on the child row. I'm not sure if I've stared at this too long and my eyes are crossing, but it's not doing what I want it to do. I think I've listed all the permutations below. 1.…
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Merged: Everybody should be able to see a Gantt view in Todays Date
This discussion has been merged.