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Synchronise Team Member Availability between Resource Management and Smartsheet
I have team members with part time availability, as specified in their Resource Management profile. Smartsheet allows me to schedule tasks for the days they are not working - the sync to Resource Management then displays "100% allocated for 0 Days" - the 0 days is due to this being a non-workday for that team member.…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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Return checkbox column to initial state after project scoping is complete
I'm trying to figure out if/how I can return a checkbox column to it's original state once a user has completed scoping a project. I've tried just about everything and keep running into roadblocks given my level of Smartsheet knowledge. For context: I've created a project scoping sheet that contains rows for all…
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Resource Management: Fix ‘New Assignment’ pushing out employee start dates
In Resource Manager, whilst looking at the Schedule to view new Managed Resources and their availability based on their start date set within their new employee profile… · Problem: When you click on the Available 100% > New Assignment and select an assignment, it pushes back the start date of that resource back by anywhere…
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Diverse visual calendar options
I am working with a team of field technicians that are all within the same department, but often split into smaller teams to complete work. These teams are dynamic, meaning that of the 8 technicians, all are capable of working with any number of the others in any number of total technicians. I am trying to design a…
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Multiple IF to get change in progress of Status
Hi, I want my Live Status column to change as the stage progress, For ex; if my Status LO is complete my live status column should get status change to "LO Complete" and when Status LO Lock (LDS R1) changes to "Complete" the live status should change to " LO Lock(LDS R1) Complete" and so on
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how do I add a calendar view in a Dashboard?
Hello - I have searched the community and have found a "work-around", but it doesn't work. I am trying to show a calendar view of a clients project on a client dashboard. I only want them to be able to see it. I don't want them to have any any interaction, just see it as a reference. Is this possible? Thank you. Jef
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Smartsheets issue with Start and End TIMES - is there a way to utilize MS project to feed that info?
Hi! I have been using Smartsheets for the past 4 years, and I love this product; however, one downfall is there is no ability to have an auto updated Start and End TIMES down to the minute (not dates) based on predecessor. On my past project, this was no big deal; however, on my new project, I have been asked to track down…
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Send automatic reminder Notification on 1st Day of every month
I see lots of posts on end of month, but can't find what I need, which I thought would be a common request. I have a column with the Status of Action Items e.g. Open, Closed, Returned, Not Started etc. On the first day of every month I want to automatically send a reminder Notification to all owners of Open and Returned…
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Using RYG to determine health status of progress made
This is a question I am piggy backing on.. Automating a Roll up for RYG Symbols for Health — Smartsheet Community I am also trying to use a similar formula but based on % Scheduled Elapsed, % Progress delayed and % completed. I'm using a template created but trying to make a new workspace that does pull from a different…
