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Sorting by Grouped Status with a custom order
I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and…
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What's best practice for managing multiple variations for a date?
I'm working on a sheet where we need to capture several variations for each of 3 date columns (e.g., Drafted Date, Reviewed Date, Approved Date, etc.). For each of those dates, I need to capture the baseline, best case, worst case, current estimate, and actual. As you can imagine, it's a bit unwieldy visually and a little…
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Checklist
I work at a construction company that installs windows/doors for residential homes. We currently us a checklist in our current system. The checklist is use by both installers in the field as well as office team members. Any suggestions on how I can incorporate a similar checklist in Smartsheet?
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PDF link in dashboard
It would be nice that a PDF can be dragged and posted to the dashboard. thanks!
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Why don't I see the critical path?
Hello Community, I have predecessors and dependencies, but I don't really see a critical, summary or driving path even though I have clicked to show them. Can anyone tell me why? Thanks, Ashley
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Add project name to update requests
I have numerous projects that all have the same work breakdown structure. If I send out request updates (via automation) the end user doesn't know which project the request is asking about. Unless I specifically state what project I am referring to in a manual update request I don't see a way to have that info included. So…
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UTC Date Fix - Response Required
I've not been active on this site over the past 2 weeks or more, simply because I'm becoming increasingly frustrated with the limitations I'm faced with because of bugs, oversights and a lack of fundamental features. Primary for me is a fix to the UTC Server vs Local date issue. I've spent time trying to get around it with…
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Project Status Report > Horizontal View
In our team project trackers, we are leveraging worksheets with grandparent/parent/child relationships to organize by the the different business/clients/projects. Our desired automated reporting output is to transpose most of what is captured in a row format into a column to enable a snapshot view that is horizontal in…
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Formula Functionality: RYGB Status Change Based on Date
Hello! I have reviewed Smartsheet Discussions quite a bit, but this is my first post. I am trying to correct a formula I made to change RYGB statuses. Currently the status correctly changes based on the following: Blue if a Date Resolved is entered. Green if the # of calendar days is > or = to 15 days. Yellow if the # of…
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Smartsheet Calendar - Removing Completed Tasks from the View
Hello, I have been investigating the capabilities of Smartsheet Calendar and was most interested in how to use it to track multiple projects through a Smartsheet Report. The report I've created pulls from several projects, all containing a "Completed" column with checkboxes to mark status for tasks. In setting up a…