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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Project Dashboard Generator
I am trying to develop a dashboard generator so that I don't have to recreate every report I use in our dashboards each time we have a new project. I would like to be able to select the project number in one location and have all the reports reference that project number to pull data from their respective sources, then…
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linked cells
I am trying to find an answer prior to initiating a link. My Smart Sheet changes frequently and sometimes daily or hourly. Rows in the Smart Sheet are determining the order in which the projects will be drilled. The schedule will then change and the rows will be reordered to depict a new "drill date". Here is my question.…
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Weekly Update Text Column
Hi Community— Need some advice. My team uses an Excel spreadsheet to track account updates. Weekly we add a column to the right and the team inputs a paragraph of text. So the existing Excel sheet is up to column "AH" since we are at calendar week W42. So next week ... "AI" and so on. The previous week's column is then…
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Formula with checkbox
Hi everyone, I need help for a formula. I have created an ESTIMATE sheet for my projects, but sometimes clients decide that they no longer wan't some items to be included in the estimated. Instead of putting a 0 into my quantities, because I would lose the quantities number and maybe he would change is mind and decided to…
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Multiple Projects - Resource Overview
Hi, we are using Smartsheet for managing our Sales Pipeline. As soon as a project is ordered, we are using the same line to gather project information related to execution. I would like to add a Gantt Chart to each lien (via Hyperlink to another Smartsheet) in one cell with resources. Question: I would like to see a…
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Tracking Data / Shared Sheet
Hi! I'm really enjoying Smartsheet and glad we decided to go down the path of subscribing. While I was getting certified I found so many neat features and my mind just filled with all the things I could probably use various aspects of Smartsheet to accomplish. I ran into a limitation in my own scope that I'm sure…
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how to receive excel file notification for the newest update in smartsheet ?
Hello, for the current smartsheet, for each new/update records in smartsheet: we receive an email notification for these updates. that is great.., however, in stead of receiving an email with all the new/update records on that email. are we able the send all the update/new records as an attachment - (excel format) via that…
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Embedding a form into Dashboard
I am currently overhauling PTO dashboards for my company. Each dashboard has a link for an individual's sheet that records time off and the related request off form. Is there a way to embed a single form to the dashboard and have it link to individual's sheets instead of 15 different links?
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Counting Harvey balls by row owner
One column of my sheet is a 5-symbol Harvey ball (Sunny, Partly Sunny, Cloudy, Rainy, Stormy) to show the relative health of a row. Another column is a Contact List type that shows to whom a row is assigned. I would like to extract the total number of non-Sunny rows per team member. What I have done is to add two columns.…