-
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
-
Report Formatting
Hi everyone. Is there a way to format a report I built. I would like to change fonts and background colors?
-
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…
-
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…
-
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.
-
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…
-
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…
-
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…
-
Merged: Project Timeline: new view
This discussion has been merged.
-
IF Statements when a score / number is between two values
Hi there! I'm working on a dashboard which will show the overall "health" of a program. I'd like the health score I've already devised to display on a sheet as "Red" "Yellow" or "Green" depending on if the score falls in a certain range. For example, if the score is less than 84.99, display "Red", between 85 and 94.99,…
