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How to show budget only for one out of several years budget plan?
Hi dear community, i build up a project plan, and its associated budget, wich is running over several years. Now, I would need to show the total budget per year (e.g. 2023) and i was using the following filter in my report. The problem i have is that some Work Packages are running over 2 or years and i'm not 100% sure how…
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Cell-linked dates don't go away when I delete the source
I have a sheet (The Milestone Sheet) that is made up mostly of cells linked to another sheet (The Schedule). The 'start date' column in the Milestone sheet is referencing the 'due date' column in the Schedule. I set the 'duration' column in the Milestone sheet to 0 for every row, which makes the due date the same as the…
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Averaging RGB balls
I'm hoping this is quite simple, but my simple mind is struggling to piece it together. I have a Parent Row with multiple Children but only one hierarchy below it and i want the parent row to average the status of the Red, Green and Blue balls on the Children rows...make sense? Help would be much appreciated, screen shot…
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Managing Multiple Projects? Project Hub & Workspaces
Hi, I've set up a Project Hub using a template set - in a new Workspace - so that we can see all Projects in one place and, when needed, be able to see Reports for overdue tasks across all Projects rather than having to go to each individual Project for a Report. Now want to move some existing Projects into it, but I see…
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Historic Project Status Tracking on Multiple Projects
Hello, We want to track the project status over multiple years on one sheet for all current projects (around 200 projects). We currently have this tracker in Excel with columns for each week that continue on for each week and 'roll behind' the other columns needed for the sheet, such as project name, client, PM, etc. Is…
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Salesforce Connector & Smartsheet
Hello! I've been reading into the Salesforce Connector for Smartsheet and had a question that I can't really find a clear answer on. Is there a way to assign tasks through Smartsheet that would then send a notification through salesforce letting them know they have a task assigned to them. I want others in our office to be…
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If cell matches string criteria in one column, THEN return value of another column (same row)
Hello all, I have the following problem. In my first Smartsheet under the column "Revised Catalog Release" I want to output a date value if a criterion is meet. Now this is the other sheet I am referencing: In lay man words what I want is: If column "Task Name" = "Packaged Part Catalog Release" then please return the value…
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Pipedrive + Smartsheets
When a deal in my pipedrive reaches a new stage 'Job Scheduled' it automatically adds a new row to Smart Sheets with a Task Name and Duration. What I need Smartsheets to do next is automatically enter a starting and end date based off of the row above Predecessors and autofill a new Predecessors for the next row that will…
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Sorting Favorites
Hello - Is there a way to sort order of the items that appear in the Favorites section? I don't see the 'Pin to Top' option in Favorites and do not see a way to drag sheets to the top that I would like to appear first. Thanks!
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Tracking actual time in percentages, reporting in hours?
A component is adamant about tracking their actual time on projects based on percentage of an 8-hour workday, but senior managers want to see actuals based on hours. Is there a formula or other way for staff to enter a percentage and convert that to hours for reporting purposes?
