-
Tracking Projects on Smartsheet
Hi, I currently have a list of projects that i'm tracking on a smartsheet, However if I were to add milestones/tasks, I’m unable to merge the rows under column “Project Name”, “Project Manager” thus having multiple rows with repeated Project names etc. How do I go about setting this up all in 1 smartsheet? As ideally I…
-
Find First Duplicate in a Sheet
I am trying to find the first duplicate value with the purpose of using that to highlight another cell; however, my attempts at the first part of the process have resulted in both #UNPARSEABLE and #INVALID COLUMN VALUE. The formula I'm trying to use mimics something I've used successfully in Excel: =COUNTIF($[Master…
-
Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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.
-
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.…
