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How to populate valid resource rates from a source table, for each week of a project.
I have a Resource Table with… Resource ID Name DailyRate ValidFrom R01 Resource X $1,500 3/8/25 R01 Resource X $2,000 9/1/25 R01 Resource X $2,200 9/31/25 I also have a Week by Resource Table with… WeekID ResourceID WCDate ValidRatePerWeek W01 R01 3/2/25 auto-pop $1,500 W02 to W26 R01 All the dates for W02 to W26 auto-pop…
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Report for past due tasks
I'm creating a report to show past due tasks. I want the report to show tasks that: Are not marked completed and have a finish date in the past Are not marked completed and have a target date in the past I'm having trouble with the target date is updated to a future date, I do not want the task to show on the report if the…
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Printing comments under relevant tasks
I've got a sheet set up with multiple tasks assigned to different people. When printing the sheet the comments are all listed at the bottom of the sheet rather than under the relevant tasks. Is there a setting that allows the comments to be printed under each task ?
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New to Smartsheet and completely overwhelmed - how do I manage trials with multiple tasks?
This is what I would like to accomplish using Smartsheets but I am struggling to find the best way to go about it. Each year we get new vegetable varieties that we need to test in various locations at different times. I would like a tool that I can follow each variety up with a grower. The following data is added:…
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Help on getting the SHIFT from a time
Hi, I m trying to extract the shift where and inspection is conducted. primary time source is CREATED DATE column, than I extracted the time using the formula " =TIME(RIGHT([Inspection Date]@row, 8))" however I can't figure the approach to get to the Shift if I am hoping a return of 1, 2 or 3 from: Shift 1 = 0600 - 1359…
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Display baseline variance in timeline view
Display the baseline variance which currently shows in Gantt view as a grey bar underneath actual dates the same way in timeline view.
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Adding a last comment column into a sheet
Is there a way to add a column that updates with the last comment entered into the conversations from that row? For example: If I entered notes from a call that I had with a client "conversation went well, will follow up" that note would populate into a column on that same row labeled last comment or update. This would…
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Helping Users Understand How Data Flows
We've recently rolled out a PMO solution and are still in the adoption phase. One question I keep getting is how to update Project metadata (such as start/end date). I have to keep pointing people to the Intake sheet. They've been trained on this, but not all training is going to stick. Is this just a matter of repeating…
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Best Practices for Scalable Sheet Templates in Exec-Level Project Portfolio Reporting
Hi Community, I'm working on building Smartsheet templates that will support executive-level reporting across our project portfolio, and I’d love to hear your best practices and lessons learned. Specifically, I’m trying to design templates that are scalable, easy to maintain, and dashboard-friendly. Here are a few…