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Credentialing Tracking Template
Hello, I am looking to set up a credentialing tracking template. I would like to track the credentialing process including but not limited to documents submitted/pending, approvals, etc. I'm curious, does anyone out there have any examples of such templates? Any ideas are much appreciated. Thank you!
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Sumifs and Children
I am trying to sum the values of child row if three conditions in adjacent columns are met, from another sheet and post it on my main sheet. I reference a parent row and need to sum the children values if they meet the three conditions . Specifically, I use a cell value from the main sheet to find the referenced parent row…
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Smarsheet data share over mobile no instead of email
Hi everyone At present I am sharing data with others over their email addresses. Is there any method of sharing data over their mobile no? Say user has a what's app installed on their mobile and status update request or report can be shared on mobile?
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Formula for RYG using % Complete and Finish Date
I am trying to populate my Status field, using RYG formatting (based off the % Complete and Finish Date). I am trying to use an AND/OR and it is not working for me. I can get half way there, but not completely. My Status Definitions: Gray - Not Started Yellow - In Progress Green - Completed Red - At Risk I would like to…
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If a checkbox
Hello again. I need some help please with automation/formula on a project management sheet we use. (Action 1) I have a checkbox column called "SNAGS" When this is checked, I need a date column called "SNAG ADDED" to auto populate the date in which the checkbox was ticked by the project manager. (Action 2) Like wise, I have…
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What the best way to manage 8,000 Projects in Smartsheet
I am new to Smartsheet and not sure how or if the program can help...I have project where I am rolling out a new program to 8,000+ locations and looking for way to leverage Smartsheet to manage. I know there is a 5K row so not sure how to proceed. Most threads talk about pulling rows out once complete but my project is a…
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Formula Tips are Obscuring the Actual Formula
Hello, Could anyone provide a trick to move the formula tip dialogue box? I am getting an Unparseable error message, but I cannot see the formula to check the syntax (see attached screen shot). Are other people facing this problem? Is it browser specific? I am working around this by copying and pasting parts of my formula…
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Need Help - Can't Wrap my Head Around SS Logic
I'm trying to build a metrics table that can be used to generate a graph on a dashboard. I am a consultant and would like to track client hours from a master sheet that logs all clients, dates of services, and total hours. Let's say I wanted to track the hours of utilization from a particular client from YTD, Last Month,…
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if checkbox
HI, If a checkbox is selected in column "SNAGS" can another column "DATE RECORDED" automatically populate the date in which the checkbox field was selected? Regards Stuart
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Project tasks in order but not date dependent
I am trying to set up a sheet that uses a gantt chart to track the timeline for a project with multiple steps that must occur in order. My goal is that the tasks must be completed in order and nothing can be done on the task until the previous task is signed off as completed by the owner. Ideally there would be an alert to…