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Is it possible to hide dates in a project plan and display week 1, week 2, etc.?
I'm setting up a project where the start date is still to be determined. I have been asked to provide a column that has the week a certain activity needs to occur in. For example, instead of kicking off the project on 25/09/2023 the Grid View of the project plan should have a column in it that shows the project kicking off…
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Send notification without access to sheet
I am wanting to create a workflow that will send a notification to a contact listed in a row without allowing access to the sheet itself. Specifically, when I receive a notice to vacate from a resident in one of our apartment buildings, I would like to send them an acknowledgement that it was received when its added to the…
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adjusting the way baseline columns generate
Hi, I would like to make it so if I turn on baselines, I can use currently existing columns for dates and variance, rather then having to generate new ones. The reason for this is so I can use those columns in pre-made reports that are consistent across all projects built from a template, rather than having to manually…
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Automatically Check "CC me" whenever sending rows
My organization regularly sends rows in requests to other team members to review. I would love the option to automatically check the "CC me" box whenever I am sending rows. This option could be togglable in settings. This will help increase efficiency in the workflows of many and ensure documentation happens every time as…
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Trying to Auto-update due dates based on actual completion date
Hi, I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates. For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned to so I know when the project should be done. Building a house may require someone to build…
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Update Project Status Automatically from Gantt Chart
I am currently using Smartsheet to create a Gantt chart for each project as well as a table to keep track of project status'. I would really like to have the Gantt chart automatically update the project status so I don't have to do everything twice.
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How do I combine multiple INDEX Collect formulas in one Formular?
Hello, dear support team, I have a question about combining several Index Collect functions. The Goal is: I want to get the Payment Terms into the Cash Out section of the Cashflow. As you can see in the picture below; 25% of Product #1 has to be paid in the calendar week 8. 50% of P#1 in CW9 and the remaining 25% in CW10.…
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Color of Progress Bar in Report in Gantt View
I am running a report and when I do, the color of the progress bar in gantt view changes colors. One the individual sheet the bars and green, but they change to blue, orange, red, yellow, etc in the report. I cannot find any correlation to what colors they are changed to. Has anyone else seen/experienced this?
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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…
