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formulating dates excluding weekends
I have 3 columns with different dates. My goal is to enter 1 date, and have the other 2 dates formulated based off the 1st date. I created a formula to satisfy this need, but I am ending up with some dates falling on weekends, which I cannot have. Is there a way to correct this issue without enabling dependencies and…
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Project Management with Multiple Subprojects
Hello! I'm looking for recommendations on the best (aka easiest) way to create and manage subprojects within a project. Our current systems are set up to have 1 project number, 2XXXXX, with several subproject numbers, 3XXXXXX, depending on how many phases and shipments of the job there are. The subproject numbers are…
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…
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Project Metadata Sheet within Project Management Office Template Set
I downloaded the project management office template set and wondering a few things. Do I copy the "Project Template" folder and rename it for every different project? I'm assuming the "Portfolio Level" folder (and its contents) does not get copied. This is the portfolio level "summary" of all the projects that I will…
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Formula to find the average word used in a column
Hi, Is there a formula I can use to find the average "word" used in a column? For example, I want to find the average of these words from the drop-down list: Cheers! Ann
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Compile a list of unique values
I've been playing around with this all day. I'm trying to figure a way to compile a list all the unique values in a given column (in this case, business entities/customers). I'm matching that against an "Inactive" checkbox and trying to end with a list of all customers with currently active projects. Ideally in a report so…
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PMO Template - Issues with Project Intake Form --> Project Intake Sheet
Hello All! I wanted to see if someone could assist me with fixing a bug I created. I was using the Project Management Office (PMO) template set and the 'Project Intake Form' and 'Project Intake Sheet' - the connectivity between the two (aka when I use and fill in the form, press submit, it would generate a new Project ID…
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Creating a Booking System with a Time Component
Hi everyone, I have the following asset booking system and received feedback that I should add a time component to it: Unfortunately, I haven't been able to get it to work correctly as, in the above screenshot, you can see that the booker is stating the asset is available when it is not. Additionally, the 'Assignee in…
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Simple Automation Not Working
Hi Everyone, I have set up the following automation: Unfortunately, the automation does not appear to be working: I've saved the sheet and refreshed the page multiple times. Can someone help me troubleshoot? I have a very similar automation set up on a similar sheet, and it's working just fine.
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How to view your roadmap in Smartsheet
Hi All, I have just uploaded the Agile product roadmap template from smartsheet to create my roadmap in smartsheet account. After creation, I have not been able to visualise the end product as a roadmap (see image attached). Do i need to change my setting in smartsheet to view my roadmap? I can only see it as the Gantt…
