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Smart Forms Templates
Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during…
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Project Templates
I am creating a system to manage projects within our core business. To fully manage the project I have several sheets, reports and dashboards. Some of the sheets are tied together with automation copying rows and recording dates. The multiple reports are gathering data from the sheets to be displayed on the dashboard. The…
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Formula Help
I am looking to set up a formula where a status column gets automatically updated to a certain color based on the relationship of the % complete column and the end date column for each row in the plan. Examples of what I am looking for below. If % Complete = 100%, then Status Column = Green If % Complete < 100% and Target…
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Can I move a project provisioned through Control Center from one program to another?
I'm currently facing a situation where I have several projects that were provisioned under one program (portfolio) and already have significant work done in them, but due to some reorganization, they need to be moved to another program (portfolio). The projects follow the same blueprint, but I'm concerned that all of the…
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Simultaneous Update of Project and Review Sheets, for Non-Existent Projects, with one form
I am part of a Solution Architecture department that uses Smartsheet to track project reviews. Our workflow involves two Smartsheet sheets: a Master sheet for basic project information (project name, ID, contacts, status), and a Review sheet for detailed review data (review ID, review name, review type, project name, and…
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Proofing - Exporting Markup
Hello All, Is anyone aware of a way to export proofing comments and markup? Currently, I have to take screen shots of the file and the comments to compare with the previous version and use for archiving purposes. Thanks for the assist.
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ISCRITICAL is FALSE for a PARENT task with CHILD tasks that are on the critical path
I have a project plan where the child tasks are on the critical path with ISCRITICAL = TRUE, but for the parent task, ISCRITICAL = FALSE. Is this expected behavior? Context: It's a waterfall project. Only the child tasks have predecessors and successors so that the dates and duration for the parent task adjust when the…
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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…
