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Resource View / Completed Projects
If a task/project assigned to a person has been checked off as 100% complete before the assigned deadline, is there a way for the Resource View to update in order to show that person being available during that time, without going to the sheet and updating the duration/end date of the task? This way that person could be…
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how to define who the approval is from multiples
I have migrated our Engineering change to smartsheets which is working fine. I now want to progress this by adding approval requests. We can get changes approved by 3 different people, so I have created an approval request which gets sent out once a box is checked to declare the change is ready for approval. At present…
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Cannot parse the Hyperlink function, unfriendly hyperlink import
OK, so the only way I have found to import a hyperlink is to do a lengthy workaround. When creating spreadsheets with lots of hyperlinks based off of a reference number, I use the hyperlink function to generate the links to URL by putting in the =HYPERLINK(domain,number) formula. This is way better than manually generating…
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Single-Use Checkbox (or dropdown) - Can it be done?
Hi all! I looked in the forums and I didn't come upon any which matched this - but if you're aware of a similar thread, please link to it here! We are looking to find a way to make a checkbox or dropdown option a single-use type thing. Basically - we track travel in a large sheet - and part of the information we collect…
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Limit the Resource View data
Hi Team, Wondering if I can 'limit' where the Resource View data is pulled from. I have several project sheets - which all work great into Resource View, however I'm trying to create a separate Project Sheet to fulfill a calendar requirement, but do not want THAT project sheet to 'count' towards the allocation - how would…
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Sales Pipeline Template
Hi I downloaded this template, it consists of 3 sheets, Dashboard, Report and Sales Pipeline. The instruction PDF seems to indicate that the Sales Opportunity form, created within the Sales Pipeline sheet, is the method for getting Opportunities in to the Sales Pipeline. Extract from ODF The Sales Opportunity form is how…
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Why won't durations parent rows in lower levels of multi-tiered hierarchy on project schedule roll u
I have a project schedule with multiple levels of parent rows. In the Duration column, the 2nd and 3rd tiers of parent rows do not subtotal the children underneath them. Is there some other setting or consideration for getting this to roll up properly? Will Smartsheet allow a 2nd or 3rd tier parent row to subtotal the…
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New User Help - formulas and ranges
Hi, I'll try to describe in detail what I want to do and would appreciate any help you can provide. I have a range of cells that show Red,Yellow or Green Balls and this is used to check the status of each stage in a project. I would like to also have a cell at the top level of the project that displays RED if there are any…
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Update email address for contacts does not update shared sheets automatically
Hello all, I have been in the process to update email address for some of my contacts due to the change of domains. However in doing this I realized that all my sheets shared with those specific contacts are not updated with the new information. Let's say that I have already shared or assigned tasks to these contacts. I…
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count "on time" dates
hi there, I am trying to count all dates that are on time comparing my due date column and delivery date column... tried countifs, but it wont let me compare the whole columns... please help. Thanks nino