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Need report and forms to track client status
Working on a project with about 680 customers managed by 8 customer success managers. I need to track each customer's status throughout the project (will run through the year) with about 5 milestones. I'd also like to have a form so the CSMs can easily update the client's status after speaking with them, and a dashboard or…
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Create a template set with linked cells
I use two sheets to track one project. I use these same two sheets for many projects. One is a fully detailed list of every task's status, assigned to, and start/due dates, and the other is an abbreviated version that only contains specific tasks for a person(s) that is assigned to the project. Every cell in the…
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How to find the Nth weekday of a given month?
I'm working on a formula that will provide the date of the 3rd Thursday of the month. That much I have working, but am trying to modify it to work for any weekday of any month. As of now the first and last weeks of the month are causing issues (returning a date from previous month, returning a date in the next week, etc.).…
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Project Sheet -- Dependencies report
We have project plans that are 1000+ lines with multiple functions/workstreams involved. There are hundreds of dependencies. Instead of clicking on every task to see what the dependencies are, I would like to have a report or a way which will show me all the tasks that have dependencies and what the dependencies are (not…
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No idea where to start?!?!?
Hi all! New to smartsheet and struggling with formulas. Here is the sheet I am currently working with (Sheet A) I want the column labeled DC AVG to populate the total AVG for all Doc Control lines, from the Date of Inspection and any dates prior. (I manually populated the existing data in DC AVG) Similarly for LP AVG, I…
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Smartsheet data in Power BI Date fields - Remove Timestamp?
When I import my Smartsheet data to Power BI, the start and end date fields consistently pull with a timestamp that is nowhere in my sheet. I need these date columns to just have dates, timestamps removed entirely, so that I can tell Power BI the data type is "date" rather than "text." Is there a way to do this on the…
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Project-based timesheet approval + automatically add team members to a project
Issue: For a Project-based timesheet approval flow it is necessary to add the team members to a project. A Project Owner needs to add someone to the project first to be able to see their time submission. Booking someone for a project for the first time, would make this person a team member. However, RM isn't handling this…
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Merged: Predecessor Complete Column or Formula
This discussion has been merged.
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How do I create a IF(AND formula combining multiple cross references?
In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…
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Control Center vs Project Web App
Good Morning, Smarties! I am a Smartsheet addict with a wonderful opportunity to recreate existing file-based project management practices and standards in Smartsheet! I am working with teams to understand Control Center's capabilities, and would love to hear how some of you have devised methods to track and compare…
