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Filter Cards by Phase/Title of Parent
Is there a way in the Card View to filter and only see cards within a certain phase or cards that have the same 'Title of Parent'? I have a multi-phase project with hundreds of total lines and it would be great to be able to break up the cards to only focus on the current phase of the project. I'm also open to any other…
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Setting conditions for RYG balls
I would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following: Status "Lost" = RED Status "Postponed" or "Unknown" = YELLOW Status "Won" or "Obtained" or "Negotiating" = GREEN Status "Bidding" =Will…
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Smartsheet for Social Media Client Approvals
Is anyone out there using smartsheet for social media management and client approvals? We are dealing with a high volume social media content calendar that requires client approval on social media copy and any design work. The process touches multiple persons throughout the process and we have an extremely difficult time…
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Contact list and webforms
Hi, I have a column on my sheet which is the contact list. However, in the webform it does not show as a contact list. So I had to go and make it a dropdown with the exact same options as the contact list. Now, these sheet line items are not pulling through on my various reports. Because in the report builder I must now…
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Help wanted
We re looking for a subcontractor to assist in design and implementation of construction scheduling, task management, and resource allocation for a small construction company. Presently, working with Microsoft Project and need to revamp our solution with Smartsheet to be more detailed, efficient, and useable.
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SIGHT Metrics
I am part of a PMO and we track all projects on one sheet. The PMO covers multiple lines of business within our organization, thus I have a Sight set up per line of business. In each Sight, I would like to be able to show the number of projects in each RYG status. What is your recommended approach for doing this? I've been…
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Excel to Smartsheet WORKDAY formula
Here is my excel formula I use to find a FRIDAY shipping date. =WORKDAY($T1165,-10)-1+(WEEKDAY(WORKDAY($T1165,-10)-1)>=6)*7-WEEKDAY(WORKDAY($T1165,-10)-1)+6 I changed to this in Smartsheet but doesn't work. Any advice? =workday([start date]12,-10)-1+(weekday(workday([start date]12,-10)-1)>=6)*7-weekday(workday([start…
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Holidays error
When I enter my workday formula =workday(receive5,-days5) it works fine. However when adding holidays, =workday(receive5,-days5,[holidays]) then it does not work. Do I have to enter the holidays manually? Does it not link to my holidays list I created? What am I doing wrong? thanks Mike
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Autofill a value
Hi. I'm new at building formulas in Smartsheet. I have a numeric column that I want to autofill a 1 if no value is entered. Can someone help me with this?
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Automatically scheduling work on special days (typically weekends)
for my projects, weekends are not workdays. But, at the cumination of almost all the projects, special events (like commercial moves) must be scheduled on weekends - not during workdays. I'd like to set dependencies for all the related events, so that if a Saturday move gets rescheduled to another weekend, all of the…
