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Creating a Form to Automatically Indent Tasks Under Projects in Smartsheet
I am working on a project tracker in Smartsheet and need help setting up a form that allows users to add tasks under specific projects. My main challenge is ensuring that these tasks are automatically associated with their respective main projects and indented correctly I'm struggling with the automation part.…
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Do more with timeline: display full bar titles, see collaborators & support for single-date sheets
Hi Community, We are continuing on our journey to optimize timeline view and are back with a flurry of good news! You can now create timelines in sheets with just one date column, customize how bar titles are truncated to best suit your needs, and see who is collaborating with you on your sheet. These awesome features give…
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Purchase Order creation and management
Hi, we are a small residential building company based in Australia. We have a workspace that we use to manage all of our projects that includes pretty much everything expcept for purchase orders. We currently have a BOQ with pricing, but i am looking to turn this sheet into individual orders. Wondering if anyone uses…
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Column Properties using Symbols
Anyone here used the 6-state Pain Scale in their sheets/dashboards? We plan on using this for our customer satisfaction survey and I want to know how you guys came up with the formula. If there's an article available around this might be helpful too. Best, Grace
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Allocate tasks to non-existing team members
It's very important at the beginning of a project to put together a plan speculatively, to identify additional team members we might want to hire/contract work to. I don't seem to be able to do this - typically I write a placeholder for the new hire (e.g. 'PCB engineer 1'), and it would be great to see the resource…
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Project Closure Checklist Template
Hi Community, before I go and create I was wondering if anyone has a good Project Closure Checklist Template they would be okay sharing please. Thanks Paul
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Dashboards and Reports
I'm building a Project Office (PMO) with 80 projects and looking to build a project dashboard for all 80 projects. We would need 4 reports per project (project summary info, project plan, issue/risk log, and project contact list). I'd rather not develop 320 reports (80 projects x 4 reports). Is there a way to do this more…
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Help to select a value based on row number
Hi all - I am trying to determine if a task is ready to start based on all of the predecessors being 100% complete. I have numerous tasks with more than 1 predecessor and I've parsed out all the predecessors into individual columns (pred_1, pred_2, etc) like this I'd like for the ready to start column to indicate yes, if…
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Generate Documents & Control Center
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
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I will pay someone to help me finish setting up my PMO template.
I've been working on this template for months for my department and I need to get it off the ground and working. I'm dead serious. I'll pay someone to help me get this completed in the next few days. I need someone who can work side by side, or just do it for me. I keep getting in my own way, I'll get so far, then have…