-
Report selections not working correctly
Hi all, really scratching my head here... ...I'm a fairly proficient user, but am getting the following problem. If anyone has any ideas I'd really appreciate it. I have a set of individual projects with extensive links into a master log sheet. Off this log sheet I have report that select for who the tasks or projects are…
-
Row Sharing- visibility, edit, comment on Attachments
We have implemented a new process for our Development team and Clients and have run into the following issues: - Is it possible to share multiple rows and 'zip' all the attachments in the rows? I do not want to allow access to the full sheet or the Dropbox for the files. - For shared rows, we need them to be able to…
-
Creating a Project Plan Template
Hi - Has anyone created a Project Plan Template that can then be duplicated to create a new baseline project? If so, can you share how you duplicated the template? as well as any other suggestions based on what has worked well for you? Since a lot of our projects are very similar, it would help us to not have to reinvent…
-
Augmenting SmartSheet
Hi there SmartSheet Community, We are using an existing system for job management and for accounting, and have introduced SmartSheet for the management of project plans. In order to meet the requirement for consolidated reporting of project financials and capacity, we have carried out a deal of augmentation around…
-
Report showing dropdown word and not icon
Hi, i have a report pulling through from various sheets. All reports have a priority column - Low, medium and high. Since yesterday some of the rows on the report shows the words "High" and other shows the icon "!". Is there something wrong with the reporting feature. This was never a problem. I want the ! to show and not…
-
Duplicate Conditional Formatting in New Columns
Good afternoon! Hoping someone has experienced this issue before. We have established a number of conditional formatting rules for 7 drop down selections in one column labeled Site "A". If we add a new column for Site "B" and Site "C", can those conditional formatting rules be copied from the Site "A" column without having…
-
How to indicate required cells to be filled in
Good day, I have different columns that does only pertain to certain rows. How can I highlight/indicate which cells are required to be filled out? Or can I lock cells which columns entry are not required for certain row items? I tried conditional formatting. It takes a while though. And there is only AND functions and not…
-
Annual School Operations Calendar
Can anyone recommend a format for an annual calendar for our school operations team? What I'm trying to create is a document to input all school activities for the year and plotting each department's tasks for each job. For example: School Open Day: events showing each department's tasks to achieve effective outcome. So…
-
Guidance on using Smartsheet to support PMO processes
I am about to move my PMO process to Smartsheet and am trying to figure out how best to structure this. Currently, we have a standard set of tools that we issue to a project manager when the project starts, this includes Scope, Business Requirements, Test Plans, Meeting Minutes, Issue/Decision/Risk Log, Project Plan etc..…
-
Combining a check box & date in one cell? Is this possible?
Does Smartsheet have the capabilities to include a date and a check box in one cell? or Several Checkboxes in one cell? Or Text and a Checkbox in one cell?
