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Parent row inheriting status from its children
Hi. I have a number of children rows for each parent. The child rows each have a "Status" column which is using the red, yellow, green icons. I'd like the parent row to inherit the worst case summation of the child rows. E.g. if the child rows are red, green, and green, the parent row would show red. E.g. if the child row…
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Resource Management: Can we roll up utilization to the group level?
In order for us to justify getting our whole team into Smartsheet, we need to be able to measure utilization. Is there a way to roll up utilization to the group level, in the same way that we can roll up utilization to the user level? Essentially, the goal is to know how much our utilization for a group is for a specific…
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Project scheduling - moving from Excel
We currently use Excel but want to move our Scheduling spreadsheet to Smartsheet. Here are some details: * We have 8 employees that can weld. * Some of the 8 can work on small parts, some can work on large parts, and some can work both. * Our Sales Orders may contain small parts, large parts or both. We list how much time…
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stacked if formula based on DATE and Drop down
Good afternoon all I am fairly new to smartsheet but an intermediate user of Excel. For some reason, my multiple stacked IF OR formula for Dates is not working - i know it must be simple but ive been staring at it and really need some help Test Frequency is a drop down list: Daily/Weekly/Monthly/Quarterly/Yearly In a…
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Best practice question
Hello, I'm new to Smartsheet as of this week and am getting the hang of things, so please bear with me: What I have: * Large datacenter project involving nine teams* technology inventory for each team * Risk Register report * Migration scheduling report * Dashboard for project health specific to their team What I want to…
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Cross-Link Dependencies
2 issues How to cross-link dependencies between separate project management sheets How to see these cross-link dependencies in a summary sheet I looked into these 3 sites for cross-linking dependencies, but I've hit a wall with resource management https://www.smartsheet.com/blog/support-tip-cell-linking-master-gantt…
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Preserving Indents when running a Smartsheet Report
Hi, I currenlty have a smartsheet with a bunch of tasks broken out into different sections. I separate the sections with different field values but to help with readability- I also do indenting in the task description field- this allows for the summary tasks to show as bolded. My issue is when I run a report to show a…
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SUMIFS, cross-sheet reference based on dates.
Sorry if this is a duplicate. I couldn't find an answer that fit my problem.. Formula: =SUMIFS({AccHours}, {ShipDate}, <=Date3, {completed}, <>"x") All references are from another sheet except Date3. Date3 is a formula as well, which is TODAY()+2. This works in Excel, but doesn't seem to work here. I don't get an error,…
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Data derived from mulitple criteria
Hello Smartsheet Friends, I have a single text box that I'd like to do some data analysis on, and wondering if there is a way. My text box is similar to the below "Product, Engineering, IT, Supply Chain, etc......." I want to pull all of the instances of "Supply Chain" and do a sumif. Aka total number of submissions for…
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Best method to update a project sheet
Hello everyone! I'm a project coordinator at a company specialized in manufacturing and installing irrigation systems, we have over 50 projects going on at the same time. We're trying Smartsheet to check whether it suits our needs, we're looking for a way to let a user supervising the project to update the progress…