-
Annual/Recurring Tasks
Hi all! I am trying to create a recurring due date for annual tasks. Currently, I have columns for Due Date, Next Due Date, Status, and Annual? checkbox. Ideally, when the Due Date is in the past and the Status is "Completed", I would like the row to essentially reset to "Not Started" and a Due Date of the same date + one…
-
Form capabilities question
Hello, I’m hoping to use Smartsheet to recreate a form that I have currently designed in Word. The form will be used by Subject Matter Experts (SMEs) within my organization to contribute content for training session development. The form would ask SMEs to provide details such as key topics, priority level, key messages,…
-
Linking Columns Across Multiple Forms
Hi! I want to link two columns (Pre-Assessment and Post-Assessment) from my Learner Management Tracking List to my Leaner Data Jan - Dec 2026 sheet. I know who to do the formula. My concern is that the Learner Management Tracking List is live data and we create a new data sheet every year. In 2027, would we just edit…
-
Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
-
Unable to Calculate Event End Time from Start Date and Duration
I’m trying to confirm if it’s possible to calculate an Event End Time based on our current fields. We have a report that we pull into Smartsheet On Smartsheet: Request Start Time (Duration) Duration (duration field in minutes) Event End Time: (Duration) Formula's that I tried: =[Event Start Time]@row + ([Duration]@row /…
-
RAG Roll-up formula
Could anyone help me with a formula I'm trying to perfect. I am trying to create a formula that automatically captures RAG status for Children Rows and how this is communicated to the Parent rows. The plan is essentially structured like this (images are attached): * Project Plan Summary (Senior parent)* Main Tasks…
-
Multiple Projects into a high level Programme / Portfolio Project
Hi Clever Community, Sorry to ask this question as I believe I've seen the answer but that was 4-5 years ago and I cannot find the article now. So I have 4 projects, each with a suite of smartsheets (all from a template) including risks, actions, milestones and timeline. So each of the 4 have the same fields and layout…
-
How to maintain permanent inventory levels when source data is deleted weekly
Hi all, I am looking for advice on the best workflow to manage inventory deductions. I currently have two sheets where Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a…
-
What's breaking my task dependencies when using elapsed day duration
Hi I ran into an issue today where my smartsheet timeline was updated without any user's input and several dates were changed cascading to the entire timeline. I tracked it down to several tasks and started correcting them, realising that there is some issue when dependencies are using regular "day" duration and some are…
-
How to maintain permanent inventory levels when source data is deleted weekly?
Hi all, I’m looking for advice on the best workflow to manage inventory deductions. I currently have two sheets: Sheet 1 (Master Stock List): Contains hundreds of items, locations, and catalog numbers. Sheet 2 (Weekly Usage): Operators log items used during the week by scanning QR codes. Currently, Sheet 1 uses a SUMIF…