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Request Access Notification
I provision all projects for our PMO and each project is housed in a Workspace to control access, so, I am the 'owner' for each project in our organization... This setup worked for a time, but now that we're scaling up, I'm receiving access requests for projects almost hourly. Unfortunately, the way we have our project…
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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
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Enterprise configuration/implementation resources
I've implemented two enterprise-wide work management solutions from the ground up but never Smartsheet. Is there a learning path or suite of resources to define the decisions and work required to design and configure the system? For example, is there a Smartsheet template to guide you through the decision-making process…
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Gantt Charts Hour Minute
Currently, the desktop app supports Down to the Day for the Gantt view. Is there any way to have projects in hours on the desktop app instead? Finding another piece of software to do this common practice of a project that lasts a couple of days but has many moving parts and dependencies is frustrating. We have run into…
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Easily Set Baselines in WorkApps
In the current state, we cannot set baselines from WorkApps unless we set the desktop view to grid view. This is not an ideal experience. Don't really want the project schedule in Gantt view at all times. This may spark the need for a second enhancement request related to being able to switch views in WorkApps, which…
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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
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I need help with a formula for Schedule Health.
Currently its working in reference to "Todays" date only. I need the formula to take in consideration the "Completed Date" and not turn "Red" or "Yellow" if the task has been completed by the "Target Date". Currently using: =IF([Target End Date]1 < TODAY(), "Red", IF([Target End Date]1 = TODAY(), "Yellow", IF([Target End…
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Re-opening forms
Is it possible to re-open a form that is only partially completed but was submitted? We have fields in a form that need be completed at a different time and/or by a different person.
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Why are selected dates displaying 1 day prior?
If I enter Jan 19, 2023 in the due date field, it appears as Jan 18, 2023. No changes have been made to the settings.
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Contact Automation - Resource Manager
Hello Community- I am trying to automate contacts into tasks based upon role using a metadata column for a timing plan vs. having to fill out each contact across 50+ milestones.... The problem is we use Smartsheet resource manager and the contact column does not allow formulas to grab the contact from the metadata column…
