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Automated Workflow Assistance - Recurring Monthly Notification off EOM Date
Hi Smartsheet community! Here's the challenge I'm running into: a leader has asked me to set up a recurring a monthly notification, triggered off the last day of month, for the team to update their monthly forecast within following three days. I have a parent of "Expense Input for Monthly Forecast" and child rows of…
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Merged: Please allow access to create formulas from reports
This discussion has been merged.
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Exporting Smartsheet calendar to Outlook 365
I'm struggling to export Smartsheet Information into Outlook 365 calendar. I'm trying to create a group calendar specific to resources(people) assigned to task(s) within my SmartSheet schedules so to have each individual assigned to a Smartsheet task in order to get an overall view of each persons time spend on multiple…
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Does smartsheet have the ability to track a resource's time at a milestone level?
I am trying to see if this functionality exists or if this is an enhancement that can be created? This would allow the ability to report on specific activities instead of at a project level.
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Automating Start Dates and End Dates within a Project Plan
Hello there! How do I automate or create formulas to predict start and end dates for a project plan / timeline in Grid view? We have four stages - Planning and 3 to 4 different Creative Asset delivery dates for 4 departments. Look forward to your guidance here!
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Consolodating rows with the same primary column
My company is looking to replace an Excel spreadsheet that we use to record the results of an order report in SAP. The problem we have is that SAP populates each order by the lines on that order. So for example; if an order has 8 lines on it, it lists that order 8 times with the quantity of each line rather than showing…
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Daily Reporting to Document Generation
Good Afternoon, Our construction firm utilizes a standard Gantt chart sheet to track our project's daily reports. Under each category of work we have milestones, i.e. Carpentry :: Framing :: Drywall etc. Under each milestone we add a child for that days work, i.e. Drywall :: Day 1 - Mobilized :: Day 2 - Started Hanging…
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Does Smartsheet Support "Schedule Performance Index" (SPI)?
I've seen some past posts where users tried to create their own columns for this, but they seemed to have errors in the way the calculations were done. What is the latest solution from smartsheet (or recommendation from end-users) to have a calculation that works correctly for SPI? It should be SPI = Earned Value/Planned…
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July 25, 2024 You can now manage filters in real-time in timeline view
Managing your data in timeline view just got a lot simpler with our new filter drawer! You can now easily view, create, edit, save, and share filters and see results side-by-side in real-time as you make changes. Plus, your filters persist across sessions, so you don’t have to set them up each time you log in. You can…