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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…
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Assistance with IF, AND, OR statements
=IF([Due Date]@row > TODAY(), IF(AND(Status@row = "In Progress", Status@row = "New", Status@row = "Not Started"), "Yes", "No"))) The goal is to flag items for escalation based on the due date and status. If the due date is in the past and the status of the risk or decision is in progress, not started, or new then I need to…
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Target Start/End Date
Ultimately, I need a good way to track if we are completing tasks on time based on our original estimates because we have users that estimate a task will take 5 days and when it takes 15 they just change the dates, and the project status still looks green, when is reality it is behind. I would like to have target start/end…
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Performing an Audit - Best Practice
Hi - we are performing an audit and we need to take the data, and have the consumer validate that its accurate, and if not, identify the change required. What's the best way to tackle that? I was thinking a form but there could be lines and lines of data to validate; is it as simple as having them review the sheet for…
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Need a formula that returns a date while factoring in dependencies
I’m looking to add a couple of columns into my project plan sheets. SmartSheet already has a [Start] & a [Finish] column built into its project template, but I’m looking to differentiate between [Plan Start] & [Actual Start] and [Plan Finish] & [Actual Finish]. I renamed [Start] & [Finish] to [Plan Start] & [Plan Finish].…
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Viewer Vs Paid Membership?
Do you have to have a paid Membership on Smartsheet's to access a link in a worksheet? Or Can you just be a Viewer and still have access or open a link on a smartsheet?
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Counting tasks completed on time
I need a formula that says, if the "Complete?" box is checked, was the date in the Actual Completion column on (or before) the date in the Finish column.
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Control Center is broken
Unable to add new projects
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Have Header Row Sum All Items Within Same Column
I've been trying a few different things to see if I can get this to work and unfortunately I'm having a hard time. Right now, I have a resourcing sheet that has header rows for each team member and each week has it's own column. Every task needs to have the number of hours entered per week for the work effort. Because of…