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Multiple Projects into one Summary
Hi all, I am trying to set up a workspace to help manage multiple clients via projects. I have set up a template set for each project that includes plan, dashboard, key reports. My next step is trying to to roll up each project sheet into one summary for management. I was able to add a checkbox to each template so I can…
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Percentage Complete Column (Breaks)
Greetings, I've discovered that the % Complete Column in a few of my sheets has broken, is incomplete at calculating the true completion percentage for a project. I suspect this might have happened somewhere along the line of adding/removing rows. Is there any way to see/edit the formula to ensure it is counting all rows…
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Tasks in Resource View
Is it possible to view the task or sub-task assigned to a resource in a resource view? We use a multi-project sheet to encapsulate schedules and would like to track resources within a sheet as opposed to across sheets. As you can see in the screenshot, the resource view only shows the sheet name instead of the task, which…
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Issue (or task) list, associated with a project
How do you guys manage issues for a project? I'm wondering a way to attach (or associated) a issue (could be task) list at a project sheet level. Thanks!
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Column Properties: Not Able to Select Any Standard Option Other Than Check Box
Hi, I have a project queries management smartsheet and one of the Column Titles is "Done". I had chosen "Checkbox" as type of COLUMN PROPERTY. Now I have changed my mind and I want to change the COLUMN PROPERTY from Checkbox to DROP DOWN list. When I right click on Column Heading, I don get EDIT COLUMN PROPERTIES option to…
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Changing the Color of a Parent Task Bart in Gantt Chart
Smartsheet, It would be nice to be able to change the color of a parent task bar in the Gantt Chart. What is the reason for not being able to do this? I did find a comment (https://community.smartsheet.com/discussion/cannot-format-milestones-summary-bars) that says if dependecies are turned on, then gray is the default…
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Auto filling a Formula
I am using a formula to do a COUNTIFS based on Dates, a drop down YES/NO column and a name. I am wondering if it possible to auto fill the name portion of the formula from another cell. The formula looks like this: =COUNTIFS($Date:$Date, <=DATE(2017, 6, 30), $Completed:$Completed, ="Yes", $[Assigned to: Editor]:$[Assigned…
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Tasks in Project Plan are now out of order
Hello, My team and I have been updating a Project Plan that consists of over 1000 tasks in SmartSheet. When I opened the sheet this morning, all the tasks were out of order. The tasks still have the correct predecessors, but they are not displayed in the original order. How did this happen and how do I fix it? Thank you,…
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using IF together with AND
Sorry in advance if this has been answered but I have searched and cannot see the answer but I am sure its simple! I have target finish and actual finish columns, in the status column, I want to report "in progress", "overdue" and "Complete" I have got "in progress", "overdue" to work by the following: =IF(TODAY() <…
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Tableau Online vs Server
Looking to link a Tableau dashboard to my Smartsheet dashboard, but according to this link we have to use Tableau Online. Will a link to Tableau Server also work? All my testing is giving me an error for invalid URL so asking here. We don't use Tableau Online due to it being outside our firewall.
