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Assistance Needed with Updating Month-Wise Data and Dashboard in Project Management
Hello everyone! I've recently taken over a project that was previously managed by someone else. I've observed an issue in the project's dashboard where the month-wise data, used for generating graphs, is only available until May (please refer to the attached image). Upon inquiry, I learned that the sheet containing the…
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Absolute End Date Not to Change / Critical Paths on Grid View
I am trying to figure out how to sent an absolute end date to my project & then if any predecessors take longer than the original duration, & now the overall project timeline can't meet that date, it doesn't change the absolute end date....if makes you less duration of remaining tasks. Also, how do I see critical path…
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Creating a Burn Down Chart
Hello, I'm a bit stuck on how, if it is even possible, to create a burn down chart. I'm importing raw data from Jira (we don't have the plug-in... yet) and we want to show a burn down of our defects backlog, along with optimistic and pessimistic and forecast. I'm able to do it in Excel so I've attached an image of…
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Modern PPM Webinar with Live Q&A!
📢 Calling all project management professionals! Are you ready to simplify your project and portfolio management to deliver results faster? Register for the newly released SmartStart Modern Project & Portfolio Management (Modern PPM) webinar with live Q&A! Learn More & Register Here! This webinar provides you with a…
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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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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.