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Managing dates
Hi SS Community! I have a feeling this maybe a simple answer, but I have looked on the internet with no resolve: I have "Project Plans" for each one of my projects. I use dependency settings. For dates I have Start Date, Due Date, ESTIMATED NUMBER OF DAYS TO COMPLETE, Estimated Completion Date and Complete Date (Record)…
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Extract Data from a replaced file in the Folder
Hello Team, I am currently using Data Mesh, to get the sheet updates from Sheet 1 (Source) to Sheet 2 (Target). Now, I am having a situation, where Sheet 1 (source) needs to be replaced on daily basis. The data mesh is unable to retrieve the replaced file. What is the solution Smartsheet can offer in this case ?
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Inputting Contacts into Smartsheets
Hi Smartsheet community, question..my Smartsheet account is not allowing me to input contacts of contractors for project into my inspection reports. I have the correct information for each contact (ie. email and phone number). Would this be a restriction out in place on my company’s end or..I need answers. Any feedback…
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Solution to analyze multiselect dropdown data and visualize in a reporting dashboard
Hello! I'm somewhat new to creating reporting dashboards in Smartsheet and I'm running into issues since one of the key metrics my sheet has is a multiselect dropdown. I'm aware that you cannot group by a column that has a multiselect dropdown, but what would be a workaround for that so I can visualize that data in a…
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Health Ripple Effect Formula
On my project plans, I use a Red/Yellow/Green/Gray column called [Health], and I also use the stock [Predecessors] column. I'm trying to come up with a column formula so that if I change the [Health] value on a given row, it will update the [Health]@row value of every row downstream that directly or indirectly uses the…
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Access problems with external users
Has anyone had problems with external users getting pushed into purchasing accounts? Most of our external users are able to view all of our dashboards without an issue, but one organization is getting warnings that their trial account is going to end and they need to purchase an account to continue viewing. According to…
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Program Reports Editable based on Sharing permissions of Source Sheet
Currently if you create a report using a program as the source, only users who have at least viewer access to the source sheet on ALL of the projects created with the Control Center Blueprint can view the report. This creates a problem and misses a huge opportunity. The problem is that this is just the Control Center…
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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Resource Workload Tracking
Is there a way to take the expanded view (I think it's called Workload schedule) of Resource workload tracking and embed it on a dashboard? I do not have the additional premium app of Resource Management but am looking for ideas for how to see my portfolio of projects with all resources assigned. I have turned on workload…
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How to create Icons into a Dashboard
Wondering if anyone knows how to include a link on a Dashboard to other Smartsheet grids/ reports with icons (not just a list)- here's an example :