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Conditional Formatting
Hello, Is it possible to apply conditional formatting only in specified rows or does it only apply to the whole sheet? My example is as follows: I am currently tracking production on 20 units. For the first 5 units I do not care if the duration of a planned task exceeds its target. However for the next 15 units, I do want…
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Alerts for only incomplete tasks
I routinely send auto alerts 3 days before a task is due to serve as a reminder. I recently began sending another alert on the date that a task is due. However, I don't want to send the alert if the task is 100% complete. I guess that I was assuming that the alert wouldn't be sent if the task is complete. Is here a way to…
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Reviewing Alerts & Rules for errors
Hi all, I've searched high and low but I can't find a way to do this easily. Is there a way to export all the notifications and rules set up for a sheet for ease of review against the process? Basically I want a report of all my notifications and rules layed out in a table so that I can review them against the process for…
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CELL LINKING
I AM USING SMARTSHEET TO HANDLE MY BUSINESS, ie: TRAVEL AGENCY. I WANT A WAY BY WHICH ALL MY DRIVERS CAN UPLOAD ABOUT THEIR AVAILABILITY AND THEN ALL THESE THINGS COME DIRECTLY TO MY SHEET. AND THE DRIVERS SHOULDNT BE ALLOWED TO VIEW MY SHEET, FOR THAT I THOUGHT OF CREATING A SEPERATE SHEET FOR EACH AND EVERY DRIVER AND…
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Progressive sumif formula for calculate invoice progress
Over the course of a contract, I want to track how much has been invoiced and how much is left. If possible, for some contracts I know the invoicing is on a cycle and should be the same amount on say a monthly basis. I have columns for each month listing the invoice amount Invoice Amount and a date column to be completed…
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auto populate start date based on sprint number OR vice versa
Smartsheeters, I am looking to auto-populate start date based on entering a sprint number. OR to auto populate sprint number based on start date- I assume that finish date will be auto populated based on duration entered (10d). I am fairly new to smartsheet so keep that in mind Any ideas? or Articles to share? Thanks,…
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Basic Project Management Suite Template
Everyone, I am in the process of creating a set of sheets, sights, and reports to manage the projects for our team. We don't need anything fancy or complicated, just something that will allow us to track our project tasks, project charter information, and a project dashboard. It occurred to me that someone in the community…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Sheet to sheet selective data transfer (for new rows)
I currently have two active sheets. The first sheet, we'll call "intake" and the latter "Projects". If I review a *new* row added to "intake" and determine I want to copy it over to "Projects", I need selective data from certain columns on that sheet to transfer to certain columns on "Projects". The columns do not directly…
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Resource View per task (Portfolio Management)
Hello, I have a Smartsheet template containing a list of all projects in my portfolio. Each project takes one row, and in this row I have assigned PMs per project (up to three) including their allocations as percentage. When I go to the Resource View, I see the allocation per PM and when clicking in their names I see the…
