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COUNTIF/SUMIF items with number of workdays between a date and a date range is 3
Hi! I would like to count a number of entries in a sheet if their due date is a certain number of work days before a date in another sheet. I tried to use the following formula: =COUNTIF('reference to a list of entries column in another sheet', NETDAYS('reference to due date column in another sheet', 'cell with a date in a…
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Formula to Link PTO Tracker to Project Schedule
Hello, I have created a PTO tracker to log my project team's PTO during the project lifecycle. The PTO tracker that I created is a separate sheet from my project schedule. Is there a way that I can create some conditional formatting (maybe via a checkbox helper column) to link these two sheets and indicate where there is…
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Gantt Chart Display and Behavior - Open to today's date mysteriously gets unchecked.
After I have checked Open to today's date for my project setting, it gets unchecked in a couple of minutes. Is anyone else experiencing this? https://help.smartsheet.com/articles/765755-modifying-project-settings#toc-customize-the-gantt-chart-display-and-behavior
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Report Formatting
Hi everyone. Is there a way to format a report I built. I would like to change fonts and background colors?
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Adding Overall % and Date Questions
I am using the Project Manager Office Template from Smartsheet. I would like to have the very top row (it is almost like a summary row), calculate the overall % complete of the project and adjust the start and end dates as the schedule changes/ progresses. I tried adding a formula to both sections but it would not actually…
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Resource Management: Email Notification for Project Budget Thresholds
Notify project stakeholders when project budget is 50%, 80%, 100% consumed. This would be a proactive notification for a Sales Account Manager or Project Manager working across many accounts/projects. The project stakeholders could be identified/specified in the project settings, or if it is a Smartsheet linked project…
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Cash Flow Forecast
Hi, Is there any way of doing a cash flow forecast/projection within Smartsheet. With most other project management software this is a built in feature. I would like to do a forecast of the monthly projected cost for the project.
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Two jobs in one spreadsheet?
Hi, Thanks in advance for your help. I have two sets of duties within my position: one set as Sustainability Engagement Coordinator, and one as Energy Coach. How can I use smartsheet to track the amount of time I spend each week on work for each set of duties, and track projects on each? Or do I need separate sheets for…
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Changing File Directory for downloaded attachments
Hi all, For context, I use a Form to manage incoming service requests and generate PDF Work Order attachments. I would like to change the file directory for downloaded attachments to a shared folder rather than 'Downloads' so my supplier has visibility of the work orders when they are assigned. I can't seem to find an…
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Elapsed Days Counter - How?
Hi everyone, I'm needing to report on elapsed days for a few tasks. Anyone know how to do this? Note - this is different from the 'duration' function that already exists in the Gannt view. That is where I have a start and end date. In this example, I have a start date, but no end date quite yet. Any help is greatly…
