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Consolidate Metrics from multiple existing and new sheets
Hey Everybody, We currently have multiple workspaces for each individual job that we do. Each job will have its own Metrics sheet that brings data from the other sheets for progress. As new jobs come in, new workspaces are created. I am looking for a way to be able to create a high level Metrics sheet that can look at all…
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Project Rollup Metrics (sum of all project durations)
I have a master sheet that rolls up metrics from my projects for reporting on various KPIs to my leadership. I need to sum duration, but when I link the cell from the sheet it comes over as (ex., 43d). The sum doesn't acknowledge the d, so I am unable to sum the total of all days for a project. Thanks,
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Project Cashflow
Hi there, I would like to be able to create a month by month cashflow report from a Smartsheet Project (or a number of projects) based on the schedule and Budget Amount entered into each row. ie. Take a standard Project in Smartsheet, which has rows for each task (along with STart and Finish times) and has additional…
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Compare/Track planned dates vs actual dates
Hello, I would like to find the best way to track our time slippage in projects. Each project (sheet) in Smartsheet is essentially a big timing plan. However, things don't often go to according to original plans, and the dates have to unfortunately change often. I would like to be able to track how these dates changed, so…
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Attachments
Hi, I am having an issue with being able to upload attachments to Smartsheet. (Both admin and team members) Any suggestions as to what is wrong with the system? Kind regards, Kyle
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Dashboard opening position
I currently have a large dashboard which is opening about 3/4 of the way down. Is it possible to set so the first view is at the top?
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Add attachment to multiple sheets and respond?
I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file. What I would like is for the attachment to be added to the…
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Leveling Up Update Requests
One of the features of forms that I use frequently is the ability to add a "hidden field" with a value that is written to the sheet upon submission. This is really useful when performing a simple evaluation of form submission completion to trigger actions in workflows, for example. However, in contexts where I have a…
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Heath Calculation based on Critical Path Health
Hello! I'm wanting to calculate the health of my project based on the health of any task that is on the critical path. I have seen the blog post about being able to create a filter that is able to show the critical patch, but is there a way to derive via a formula if the task is on the critical path or not? I would…
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Clear background / highlighting colors
I added the "Modified" column to a report that feeds my dashboard. Some of the dates are highlighted yellow and some aren't. I checked the source sheets and I don't see any yellow. There was in the past, but it has long been removed and does not show up on any other reports. How do I get rid of the yellow highlighting that…