-
Auto-fill form/cells when a certain item is selected from a drop-down
I was wondering if it is possible to auto-fill cells based on an item that is selected from a drop-down. I am trying to create a form for our subcontractors to upload submittals and I wanted them to be able to select from a drop down list what they are submitting. I.E. Product Data for Paint, or Samples for flooring. Once…
-
Automated send format question
Good morning, I'm setting up an automated weekly send for a report. I need send it in the vertical format, as though you are sending a row. As it is, it sends in a PDF which is a linear format, and not user friendly for our purposes. Is it either a: Possible to send a vertical format on an automated/recurring basis or b:…
-
Conditional date formula
Hi, I'm having a little trouble creating a formula for a date column. I have a 'Project type' column and a 'Project start date' column which need to determine what the 'Handover to support date' column is. Basically - for all projects the 'Handover to support date' has to be 1 month after the 'Project start date' apart…
-
Link two projects
Hi everyone, I have question that I have two different projects can I link them? Can I able to set Predecessor from one project to other? Thanks, Pranav
-
WBS or PBS in Smartsheet
Has there been any further discussion on implementing this? If I create the hierarchy in a sheet, when i switch to card view, it is not giving me the view of all the "cards" that report to each parent; rather it is sorting by status or assigned to. Any suggestions on how I can work around the system and implement something…
-
Column Copying
Hi, I have a need to add columns to all of my active project Smartsheets and then I need to create a webform on each of these sheets. Based on other posts I've seen, I cannot copy these columns from one Smartsheet to another so I need to manually add them, correct? Also, there is no way I can copy a webform from one sheet…
-
Assistance rolling up data to a master sheet
Hello, I’m trying to create a roll up for multiple resources across multiple sheets. I would like to have data roll up like how it looks in the Resource Allocation, but I’d like to view allocations in hours rather than percentages. I've attached an example of a project schedule in SmartSheet that we use. I thought that it…
-
Generic "Forms" embedded in a sheet?
HI, I am pretty new to Smartsheet so, please forgive me if the solution to this question is obvious to most. :) Our company is developing some project management sheets to help us in our transition to paperless. We have put together a template that we feel pretty satisfied with to get going and as we start each project, we…
-
Date Created System Column not updating if NOT using webform
I am modifying the "Help Desk Ticket Tracker & Form" template. I don't want to double-enter the date, so I deleted the 'date' column and am using the 'Created (date)' system-generated column. When I use the webform, it will fill in the date created. But if I add a line directly in the smartsheet, it leaves the Created date…
-
Project Resource View
Hi: I'm looking for a way to where the Project Resource View will list actual Task Names against each resource in my project sheet instead of the smartsheet file name against each person. . Is there a way the Project Resource View can be tailored and utilised as a resource management tool?
