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Greetings from New Jersey!
Hi Smartsheeters, I am fairly new to Smartsheet. I've been using it since November 2023. Just earned my Core App certification. I'm hoping to increase use of Smartsheet at my company and find ways to automate processes and integrate data from other systems. On the weekends I'm busy doing pottery and riding my ebike.
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Column Formula Alternative?
I have people entering information into a sample request sheet using form that allows the user to select multiple types of tests they would like to have run. The form populates "Sheet 1" and I'm using automations to create multiple lines on the destination "Sheet 2" using this solution: In the Source Sheet: Count of Rows:…
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PICK CHART to determine Project viability
Hello, We are starting to use Pick charts to determine project feasibility and impact so that we only work on the most important things. It would be really great if a template set was set up with a project plan template like Template Set - Project Management Office where the template set would have a project submission…
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Work around for Data Shuttle not recognizing identical data
Hello! This is pretty hard to explain but I am hoping someone can help me with this dilemma: I am using Smartsheet to build a tracking system that monitors where field project workers are showing up on a weekly basis. I get the job addresses as a spreadsheet from another department. Since I am working with hundreds of…
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Importing ms project file on a weekly basis into Smartsheet; impact on RM?
Client requests project plan in mpp format. Company needs to use RM module to track timesheets, resource allocation, forward looking availability based on sales pipeline. Heard uncomforting stories about importing mpp into Smartsheet. I doubt the below will work; would appreciate support from the community: Based on mpp…
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How can I reschedule all the tasks dates based on the last task done?
I Have a entire project but the date is fixed base on the lead time of the project. If i have a delay on a task, i need to see the move on the entire project in a new column, is that possible? In the image I have the columns "Planned start" and "Planned ending", the dates are fixed. Team is filling the colums "Real Start"…
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Smart Forms Templates
Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during…
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Project Templates
I am creating a system to manage projects within our core business. To fully manage the project I have several sheets, reports and dashboards. Some of the sheets are tied together with automation copying rows and recording dates. The multiple reports are gathering data from the sheets to be displayed on the dashboard. The…
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Formula Help
I am looking to set up a formula where a status column gets automatically updated to a certain color based on the relationship of the % complete column and the end date column for each row in the plan. Examples of what I am looking for below. If % Complete = 100%, then Status Column = Green If % Complete < 100% and Target…
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Can I move a project provisioned through Control Center from one program to another?
I'm currently facing a situation where I have several projects that were provisioned under one program (portfolio) and already have significant work done in them, but due to some reorganization, they need to be moved to another program (portfolio). The projects follow the same blueprint, but I'm concerned that all of the…