-
Hyperlinking to templates
We have Project Tracking sheets with great detail, and we have project log sheets with a web form that saleman can fill out on their smart phones then submit and it populates into the Project Log sheet. I would like to link our project tracking sheet (template) to the new projects as they populate from the webform. Can you…
-
Restricting of sensitive data
Good afternoon, Is there currently a way to restrict access to a document attached in SS - or is that on the horizon? For our use, most of our documents are able to be viewed by other departments. However, there are certain ones that contain propietary/confidential client information (NOT HIPAA) that we would not want…
-
Smartsheet Business Case
I am trying to build a business case for my company to adopt Smartsheet, do you have something that could help me doing this? Like issues and how Smartsheet addresses them, how it can streamline busniness processes and projects. Benifits, uses, etc.. We are in Financial Services and Investments. We manage alot of projects…
-
Multipal projects using one resource pool
We use MS Project to manage over 30 projects using one resouce pool. We also cross link certain tasks between these project. eg. Every project has Engineering yet we can not work on them all at once thus we link between projects to create a good view of their schedule. I am not finding where Smart Sheet can do this. Then…
-
General Ledger - Payments Tracking incl Budget Compare
Has anyone done a SS that incorporates a "form" of invoice entry (web part?), that after entering automatically logs to a SS tab, then can track budget vs. actual cost (and allow projections) for a project......MS Excel has a good template but without additional programming it only does one calendar year of…
-
How to find out how many columns am I using in a sheet/report
Good morning, I looked through and didn't see this question, so if it is posted elsewhere, my apologies. Is there a way to know how many columns you have on a sheet without having to manually count them? I know I have a few sheets with anywhere from 25-50+ columns, but I've not found a way to get a count automatically. Not…
-
View access only to a "set of rows" ?
Hi, When I share a Smartsheet, Is it possible to give view access only to a "set of rows" ? I have a sheet with hundreds of rows. But I want to select/define the rows collaborators can view and edit. Is it possible now? Thanks -George
-
Master Sheets
Hi, I am trying to find a way to link my master sheet to new project sheets. My Master sheet already exists and lists all our premises, product in them and also locations of product. All we rollout new products - this all needs to be ammended in the master sheet. Is there a simple way to link this master sheet to any new…
-
Automatically populate a "STATUS" column with 1 of 5 values
I am looking to automatically populate a "STATUS" column with 1 of 5 values based on critera/conditions are outlined below. The key drivers here are the - [% Complete] - [Start] Date - [F/C Finish] Date - this is a column I have set up that uses a formula to predict a Forecast Finish ([F/C Finish] = (Today() + (R x D))…
-
Search functionality on attachment contents?
We are wanting to move our documents from SharePoint to Smartsheet. However, one small benefit of SharePoint is that a search done will return results of those keywords if they are in the body of the document, not just the title (excluding PDF's). Is this a function that will be made available in the near future for…
