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Grant Tracking and Grant Management Templates
Please consider making actual Smartsheet templates for the grant management templates mentioned in this promotional content: https://www.smartsheet.com/content/grant-tracking-templates?srsltid=AfmBOoq237APmFKBrkYupYpdqz0AnefE8DCyT0dfsSPZcKhBTvaEm-By
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New Portfolio feature Question
We are using the new EAP feature called Portfolio to manage projects in Smartsheet. I want to try out some of the features in there such as report building across the entire portfolio, but I don't know where to access that feature. Specifically, I'm reading through the PDF documentation and on page 7 is shows that you can…
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Assigning people to day task based on roster rotation and OOO calendar
I would like to automatically assign staff members to day tasks based on a team roster rotation, while accounting for out of office days. Every day, I may need 1-10 people assign to the day task. Is there a good template for such an exercise?
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Export Cell and Row History
It would be great to be able to export the activity log for a single row or a single cell. Right now, the export of the activity log does not allow for easy filtering to a single row or a single cell within a sheet, and is limited to 90 days at a time. We document our project portfolio with each project as a single row, so…
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MIN(COLLECT( function issues
I know I'm going to kick myself when this gets resolved, but I'm having a bit of a brain fart right now. I'm trying to get the lowest non-blank value in a particular range (columns A-E). [A]@row=18, [B]@row=16, [C]@row, [D]@row, & [E]@row are all blank. All five rows are products of column formulas. Basically, there are a…
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Formula working for one data value but not another
Hi Community, I have a sheet that contains, among others, columns titled "Priority" and "Contract ID". Multiple rows can have the same Contract ID and the same Priority. Priority values are 1-2-3 and restricted to dropdown list values only. To collect the number of unique Contract IDs that are Priority "1", I have this…
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How to create a day countdown from starting date
I am looking to have my sheet track the number of days remaining after a beginning date entered in a column (labeled Conversion Date). I need to know how many days are left from a total of 90 days.
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Managed vs Unmanaged Resources Utilization Reports
I have linked my Project Plans to Resource Management but the Utilization report in Resource Management is only showing me the Managed Resources and does not show me the Unmanaged Resources. Is there a way to get this Utilization report or view without having to buy Licenses for all these Resources who will not use the…
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Automation of Weekly Updates
Hi all, I have a Smartsheet that I use to track multiple document requests for multiple clients. I need to provide updates to client contacts (sometimes more than one, and they may have more than one client connected, but the updates should be by client) that are connected to each client on a weekly basis. I'd love to…
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What Smartsheet templates are you using for clinical trial tracking?
Hey guys. Currently, I’m in clinical operations. I got a bunch of Phase II & III clinical trials in Smartsheet. We moved from Excel a few months back and still don't know the best way to set things up! The main difficulties I encounter are as follows: Tracking site activation in multiple states it's too dark Enrolling…