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Sorting by Grouped Status with a custom order
I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and…
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What's best practice for managing multiple variations for a date?
I'm working on a sheet where we need to capture several variations for each of 3 date columns (e.g., Drafted Date, Reviewed Date, Approved Date, etc.). For each of those dates, I need to capture the baseline, best case, worst case, current estimate, and actual. As you can imagine, it's a bit unwieldy visually and a little…
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Checklist
I work at a construction company that installs windows/doors for residential homes. We currently us a checklist in our current system. The checklist is use by both installers in the field as well as office team members. Any suggestions on how I can incorporate a similar checklist in Smartsheet?
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Copy parent row only
I have automation set up to copy rows marked as "key deliverables" in my project schedule into a separate, key deliverables status tracking log. Unfortunately, when a key deliverables row in the schedule is a parent row -- i.e., has subtasks under it -- the automation (rightfully) copies the parent row AND its child…
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PDF link in dashboard
It would be nice that a PDF can be dragged and posted to the dashboard. thanks!
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Why don't I see the critical path?
Hello Community, I have predecessors and dependencies, but I don't really see a critical, summary or driving path even though I have clicked to show them. Can anyone tell me why? Thanks, Ashley
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Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
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UTC Date Fix - Response Required
I've not been active on this site over the past 2 weeks or more, simply because I'm becoming increasingly frustrated with the limitations I'm faced with because of bugs, oversights and a lack of fundamental features. Primary for me is a fix to the UTC Server vs Local date issue. I've spent time trying to get around it with…
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Inactivate a task
Is there a way to make a task or group of tasks inactive in a project plan? In Microsoft Project there's a function called Inactivate that's used after you select tasks that you want to make inactive. Doing this does not affect resource availability, the project schedule, or how other tasks are scheduled. I know this…
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Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
